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 | $407,873 | $99,020+311.9% | $86,590+371.0% | $147,584+176.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.29% | 1312.34%-1294.0pp | 964.84%-946.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $10,081 | $3,132+221.9% | $2,839+255.1% | $4,876+106.7% |
| Participant deferral / active EE | $7,892 | $3,972+98.7% | $3,609+118.7% | $5,439+45.1% |
| Admin fee / account holder | $6,138 | $5,710+7.5% | $4,906+25.1% | $10,885-43.6% |