Filed September 23, 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 5-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 | $452,832 | $177,572+155.0% | $154,803+192.5% | $142,382+218.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 0.57% | 65.07%-64.5pp | 58.88%-58.3pp | 217.08%-216.5pp |
| Employer contribution / active EE | $10,003 | $4,810+108.0% | $4,305+132.3% | $4,299+132.7% |
| Participant deferral / active EE | $23,058 | $6,272+267.7% | $5,540+316.2% | $6,507+254.4% |
| Admin fee / account holder | $32,060 | $16,786+91.0% | $14,329+123.7% | $12,624+154.0% |