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 | $1,284,916 | $175,202+633.4% | $149,673+758.5% | $139,434+821.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.09% | 166.71%-153.6pp | 134.42%-121.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $16,240 | $5,474+196.7% | $4,818+237.1% | $4,751+241.8% |
| Participant deferral / active EE | $15,000 | $6,519+130.1% | $5,680+164.1% | $6,710+123.5% |
| Admin fee / account holder | $7,348 | $16,150-54.5% | $13,210-44.4% | $11,403-35.6% |