Filed January 25, 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 | $254,218 | $56,054+353.5% | $171,082+48.6% | $62,891+304.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 10.39% | 22.52%-12.1pp | 32.56%-22.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $4,678 | $1,731+170.2% | $4,002+16.9% | $2,281+105.1% |
| Participant deferral / active EE | $8,602 | $3,158+172.4% | $4,797+79.3% | $3,203+168.6% |
| Admin fee / account holder | $1,265 | $3,647-65.3% | $8,520-85.2% | $4,296-70.6% |