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 | $395,103 | $142,344+177.6% | $119,609+230.3% | $134,475+193.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 16.83% | -12.44%+29.3pp | -14.97%+31.8pp | 417.96%-401.1pp |
| Employer contribution / active EE | $9,190 | $5,222+76.0% | $4,232+117.2% | $4,740+93.9% |
| Participant deferral / active EE | $16,066 | $6,469+148.3% | $5,602+186.8% | $6,400+151.0% |
| Admin fee / account holder | $71,512 | $13,584+426.4% | $10,323+592.7% | $11,426+525.9% |