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 | $413,424 | $165,984+149.1% | $164,813+150.8% | $145,922+183.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.45% | 100.03%-87.6pp | 69.93%-57.5pp | 561.29%-548.8pp |
| Employer contribution / active EE | $6,526 | $5,273+23.8% | $4,341+50.3% | $4,660+40.0% |
| Participant deferral / active EE | $13,220 | $6,959+90.0% | $6,031+119.2% | $6,688+97.7% |
| Admin fee / account holder | $26,371 | $16,648+58.4% | $12,690+107.8% | $13,397+96.8% |