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 | $391,630 | $154,117+154.1% | $129,995+201.3% | $139,434+180.9% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.5%+11.0pp | 80.3%+9.2pp |
| Annual return | 14.51% | 32.48%-18.0pp | -137.18%+151.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $5,683 | $5,289+7.4% | $4,320+31.6% | $4,751+19.6% |
| Participant deferral / active EE | $12,554 | $6,710+87.1% | $5,820+115.7% | $6,710+87.1% |
| Admin fee / account holder | $17,003 | $14,007+21.4% | $10,614+60.2% | $11,403+49.1% |