Filed July 1, 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 | $735,364 | $180,449+307.5% | $154,107+377.2% | $135,375+443.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.13% | 888.09%-888.2pp | 735.12%-735.3pp | 519.73%-519.9pp |
| Employer contribution / active EE | $36,536 | $6,035+505.4% | $5,298+589.7% | $4,779+664.5% |
| Participant deferral / active EE | $22,500 | $5,806+287.5% | $5,081+342.9% | $5,609+301.2% |
| Admin fee / account holder | $591,287 | $16,143+3562.9% | $13,411+4309.0% | $10,827+5361.2% |