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 | $297,644 | $72,277+311.8% | $101,248+194.0% | $79,858+272.7% |
| Participation rate | 98.5% | 68.5%+30.0pp | 75.8%+22.7pp | 69.6%+28.8pp |
| Annual return | 15.19% | 22.30%-7.1pp | 46.47%-31.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $11,099 | $2,692+312.4% | $3,660+203.3% | $2,471+349.2% |
| Participant deferral / active EE | $5,098 | $3,282+55.3% | $4,370+16.7% | $3,740+36.3% |
| Admin fee / account holder | $21,177 | $4,400+381.3% | $5,945+256.2% | $5,306+299.1% |