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 | $1,198,053 | $209,411+472.1% | $178,490+571.2% | $158,922+653.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.68% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $38,898 | $5,706+581.7% | $5,011+676.3% | $4,761+717.0% |
| Participant deferral / active EE | $26,875 | $5,954+351.4% | $5,202+416.7% | $5,982+349.3% |
| Admin fee / account holder | $4,021 | $17,074-76.5% | $13,984-71.2% | $11,246-64.2% |