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 | $964,062 | $167,307+476.2% | $143,757+570.6% | $134,475+616.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.69% | 0.46%-13.1pp | -0.04%-12.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $29,431 | $5,619+423.8% | $4,951+494.4% | $4,740+520.9% |
| Participant deferral / active EE | $37,967 | $6,446+489.0% | $5,637+573.5% | $6,400+493.3% |
| Admin fee / account holder | $93,632 | $18,088+417.6% | $14,673+538.1% | $11,426+719.5% |