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 | $345,162 | $89,753+284.6% | $107,525+221.0% | $84,808+307.0% |
| Participation rate | 92.0% | 68.1%+23.9pp | 75.1%+16.9pp | 68.3%+23.7pp |
| Annual return | 14.65% | 29.48%-14.8pp | 181.32%-166.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $16,006 | $3,113+414.1% | $3,754+326.4% | $2,631+508.4% |
| Participant deferral / active EE | $6,609 | $4,056+62.9% | $5,116+29.2% | $4,212+56.9% |
| Admin fee / account holder | $37,140 | $7,222+414.3% | $8,919+316.4% | $7,344+405.7% |