Filed December 21, 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 | $355,313 | $159,901+122.2% | $146,958+141.8% | $145,922+143.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $7,882 | $5,286+49.1% | $4,933+59.8% | $4,660+69.2% |
| Participant deferral / active EE | $17,525 | $8,428+107.9% | $8,070+117.2% | $6,688+162.0% |
| Admin fee / account holder | $124,325 | $15,044+726.4% | $12,998+856.5% | $13,397+828.0% |