Filed June 16, 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 | $481,902 | $102,605+369.7% | $145,661+230.8% | $84,808+468.2% |
| Participation rate | 93.5% | 74.3%+19.2pp | 77.2%+16.3pp | 68.3%+25.2pp |
| Annual return | 15.70% | 26.50%-10.8pp | 101.46%-85.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $12,470 | $3,325+275.0% | $4,238+194.3% | $2,631+373.9% |
| Participant deferral / active EE | $26,902 | $5,750+367.8% | $7,198+273.7% | $4,212+538.8% |
| Admin fee / account holder | $87,086 | $8,758+894.4% | $12,466+598.6% | $7,344+1085.8% |