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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,090 | $59,107+331.6% | $86,436+195.1% | $68,494+272.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -2.98% | -0.23%-2.8pp | 4394.89%-4397.9pp | -7.84%+4.9pp |
| Employer contribution / active EE | $7,509 | $2,519+198.1% | $3,769+99.3% | $2,596+189.2% |
| Participant deferral / active EE | $7,645 | $5,901+29.6% | $6,952+10.0% | $4,027+89.8% |
| Admin fee / account holder | $6,251 | $5,637+10.9% | $6,731-7.1% | $5,403+15.7% |