Filed October 14, 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 | $350,652 | $90,503+287.4% | $78,689+345.6% | $273,961+28.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.34% | 75.60%-67.3pp | 62.18%-53.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $11,638 | $3,176+266.5% | $2,851+308.3% | $4,869+139.0% |
| Participant deferral / active EE | $9,588 | $3,901+145.8% | $3,517+172.6% | $5,287+81.4% |
| Admin fee / account holder | $6,458 | $5,263+22.7% | $4,510+43.2% | $10,132-36.3% |