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 | $885,881 | $202,318+337.9% | $172,739+412.8% | $152,861+479.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.47% | 1029.65%-1016.2pp | 802.84%-789.4pp | 345.32%-331.8pp |
| Employer contribution / active EE | $44,400 | $5,856+658.2% | $5,143+763.3% | $4,762+832.3% |
| Participant deferral / active EE | $27,600 | $5,948+364.0% | $5,198+431.0% | $5,850+371.8% |
| Admin fee / account holder | $3,111 | $17,109-81.8% | $13,954-77.7% | $11,596-73.2% |