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 | $263,211 | $68,346+285.1% | $94,646+178.1% | $75,163+250.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 7.38% | 616.93%-609.5pp | 156.71%-149.3pp | 160.62%-153.2pp |
| Employer contribution / active EE | $7,505 | $2,701+177.9% | $3,672+104.4% | $2,670+181.1% |
| Participant deferral / active EE | $7,764 | $6,537+18.8% | $7,418+4.7% | $4,125+88.2% |
| Admin fee / account holder | $6,849 | $5,326+28.6% | $7,231-5.3% | $5,651+21.2% |