Filed April 21, 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 | $449,935 | $202,318+122.4% | $172,739+160.5% | $152,861+194.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -1.95% | 1029.65%-1031.6pp | 802.84%-804.8pp | 345.32%-347.3pp |
| Employer contribution / active EE | $10,269 | $5,856+75.4% | $5,143+99.7% | $4,762+115.6% |
| Participant deferral / active EE | $2,976 | $5,948-50.0% | $5,198-42.7% | $5,850-49.1% |
| Admin fee / account holder | $25,603 | $17,109+49.7% | $13,954+83.5% | $11,596+120.8% |