Filed May 17, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $355,047 | $80,717+339.9% | $154,803+129.4% | $84,808+318.7% |
| Participation rate | 73.2% | 66.8%+6.4pp | 78.1%-4.9pp | 68.3%+4.9pp |
| Annual return | 16.16% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $7,331 | $2,761+165.5% | $4,305+70.3% | $2,631+178.6% |
| Participant deferral / active EE | $4,240 | $3,303+28.4% | $5,540-23.5% | $4,212+0.7% |
| Admin fee / account holder | $1,585 | $6,746-76.5% | $14,329-88.9% | $7,344-78.4% |