Filed January 6, 1997 (most recent of 2 filings on file)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $324,100 | $178,759+81.3% | $102,423+216.4% | $106,382+204.7% |
| Participation rate | 94.0% | 91.3%+2.7pp | 76.5%+17.5pp | 69.9%+24.2pp |
| Annual return | 11.44% | 17.23%-5.8pp | 29.32%-17.9pp | 17.37%-5.9pp |
| Employer contribution / active EE | $6,192 | $5,750+7.7% | $3,023+104.8% | $3,364+84.1% |
| Participant deferral / active EE | $18,110 | $9,466+91.3% | $5,053+258.4% | $5,569+225.2% |
| Admin fee / account holder | $579 | $62+832.6% | $9,451-93.9% | $79+631.2% |