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 | $358,639 | $100,852+255.6% | $90,404+296.7% | $158,922+125.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.27% | 1724.20%-1715.9pp | 1293.02%-1284.7pp | 302.83%-294.6pp |
| Employer contribution / active EE | $11,284 | $3,689+205.9% | $3,262+245.9% | $4,761+137.0% |
| Participant deferral / active EE | $8,552 | $4,348+96.7% | $3,963+115.8% | $5,982+43.0% |
| Admin fee / account holder | $127,043 | $6,501+1854.2% | $5,611+2164.2% | $11,246+1029.7% |