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 | $323,762 | $81,460+297.5% | $103,333+213.3% | $80,856+300.4% |
| Participation rate | 88.7% | 66.8%+21.8pp | 74.5%+14.2pp | 67.6%+21.0pp |
| Annual return | 11.46% | 25.55%-14.1pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $11,695 | $3,105+276.6% | $3,868+202.4% | $2,755+324.5% |
| Participant deferral / active EE | $4,753 | $3,869+22.8% | $5,057-6.0% | $4,296+10.6% |
| Admin fee / account holder | $35,725 | $6,566+444.1% | $8,355+327.6% | $6,918+416.4% |