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 | $330,946 | $73,933+347.6% | $96,683+242.3% | $75,163+340.3% |
| Participation rate | 88.3% | 66.4%+21.9pp | 74.3%+14.0pp | 67.2%+21.1pp |
| Annual return | 15.69% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $8,607 | $2,928+194.0% | $3,737+130.3% | $2,670+222.4% |
| Participant deferral / active EE | $4,664 | $3,659+27.5% | $4,878-4.4% | $4,125+13.1% |
| Admin fee / account holder | $18,416 | $5,216+253.0% | $6,730+173.7% | $5,651+225.9% |