Filed October 26, 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 | $299,563 | $179,726+66.7% | $156,263+91.7% | $142,382+110.4% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 15.29% | 77.86%-62.6pp | 59.47%-44.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,809 | $5,069-24.9% | $4,333-12.1% | $4,299-11.4% |
| Participant deferral / active EE | $9,192 | $6,956+32.1% | $6,158+49.3% | $6,507+41.3% |
| Admin fee / account holder | $12,703 | $17,272-26.5% | $14,255-10.9% | $12,624+0.6% |