Filed October 28, 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 | $525,408 | $153,772+241.7% | $133,980+292.2% | $273,961+91.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 17.87% | 36.51%-18.6pp | 29.30%-11.4pp | 41.45%-23.6pp |
| Employer contribution / active EE | $14,273 | $6,029+136.7% | $5,211+173.9% | $4,869+193.2% |
| Participant deferral / active EE | $13,045 | $6,958+87.5% | $6,282+107.7% | $5,287+146.7% |
| Admin fee / account holder | $13,501 | $11,765+14.8% | $9,324+44.8% | $10,132+33.3% |