Filed January 14, 2000
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 | $258,114 | $102,966+150.7% | $90,281+185.9% | $152,861+68.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.11% | 95.16%-80.1pp | 78.10%-63.0pp | 345.32%-330.2pp |
| Employer contribution / active EE | $12,392 | $3,139+294.8% | $2,854+334.1% | $4,762+160.2% |
| Participant deferral / active EE | $9,315 | $4,281+117.6% | $3,885+139.7% | $5,850+59.2% |
| Admin fee / account holder | $10,185 | $6,171+65.1% | $5,351+90.3% | $11,596-12.2% |