Filed October 12, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,355 | $70,475+279.4% | $100,516+166.0% | $79,858+234.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 6.34% | 21.90%-15.6pp | 30.89%-24.5pp | 31.71%-25.4pp |
| Employer contribution / active EE | $7,798 | $2,165+260.3% | $3,418+128.2% | $2,471+215.6% |
| Participant deferral / active EE | $7,653 | $5,181+47.7% | $6,270+22.1% | $3,740+104.6% |
| Admin fee / account holder | $4,289 | $4,478-4.2% | $8,081-46.9% | $5,306-19.2% |