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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $585,866 | $171,865+240.9% | $149,718+291.3% | $147,584+297.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.25% | 2113.22%-2105.0pp | 1501.63%-1493.4pp | 578.55%-570.3pp |
| Employer contribution / active EE | $14,209 | $6,275+126.4% | $5,445+161.0% | $4,876+191.4% |
| Participant deferral / active EE | $13,726 | $7,271+88.8% | $6,569+108.9% | $5,439+152.4% |
| Admin fee / account holder | $10,847 | $13,799-21.4% | $11,283-3.9% | $10,885-0.3% |