Filed April 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 | $293,115 | $176,377+66.2% | $134,143+118.5% | $158,922+84.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 24.77% | 63.63%-38.9pp | 36.33%-11.6pp | 302.83%-278.1pp |
| Employer contribution / active EE | $5,165 | $5,040+2.5% | $3,704+39.5% | $4,761+8.5% |
| Participant deferral / active EE | $9,491 | $4,091+132.0% | $3,499+171.3% | $5,982+58.7% |
| Admin fee / account holder | $4,082 | $8,718-53.2% | $6,684-38.9% | $11,246-63.7% |