Filed May 19, 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 | $293,534 | $162,781+80.3% | $133,956+119.1% | $158,922+84.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.24% | 41.94%-24.7pp | 45.09%-27.9pp | 302.83%-285.6pp |
| Employer contribution / active EE | $14,762 | $4,975+196.7% | $3,919+276.7% | $4,761+210.1% |
| Participant deferral / active EE | $13,328 | $5,911+125.5% | $5,048+164.0% | $5,982+122.8% |
| Admin fee / account holder | $6,757 | $11,736-42.4% | $8,927-24.3% | $11,246-39.9% |