Filed January 27, 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 | $278,375 | $65,365+325.9% | $92,893+199.7% | $72,985+281.4% |
| Participation rate | 90.1% | 68.3%+21.8pp | 76.0%+14.1pp | 69.5%+20.7pp |
| Annual return | 20.05% | 42.10%-22.1pp | 109.41%-89.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $10,422 | $2,594+301.7% | $3,653+185.3% | $2,440+327.1% |
| Participant deferral / active EE | $4,590 | $3,128+46.7% | $4,236+8.3% | $3,607+27.2% |
| Admin fee / account holder | $12,767 | $4,251+200.3% | $5,794+120.3% | $5,124+149.1% |