Filed March 14, 1997
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 | $260,061 | $65,409+297.6% | $98,442+164.2% | $85,850+202.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.18% | 21.76%-9.6pp | 1492.73%-1480.5pp | 318.53%-306.4pp |
| Employer contribution / active EE | $12,286 | $2,168+466.8% | $2,960+315.1% | $2,565+379.0% |
| Participant deferral / active EE | $14,897 | $3,166+370.5% | $4,276+248.4% | $3,952+277.0% |
| Admin fee / account holder | $8,635 | $4,593+88.0% | $5,949+45.1% | $6,260+37.9% |