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 | $98,652+388.5% | $142,942+237.1% | $82,448+484.5% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.8%+16.6pp | 68.1%+25.4pp |
| Annual return | 15.70% | 22.65%-7.0pp | 113.70%-98.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $12,470 | $3,211+288.4% | $4,139+201.2% | $2,551+388.8% |
| Participant deferral / active EE | $26,902 | $5,580+382.1% | $7,128+277.4% | $4,139+549.9% |
| Admin fee / account holder | $87,086 | $8,078+978.1% | $12,475+598.1% | $7,234+1103.8% |