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 | $292,387 | $54,705+434.5% | $71,209+310.6% | $84,808+244.8% |
| Participation rate | 98.8% | 64.1%+34.7pp | 73.8%+25.0pp | 68.3%+30.5pp |
| Annual return | 15.87% | 35.90%-20.0pp | 282.51%-266.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $12,561 | $2,158+482.1% | $2,721+361.6% | $2,631+377.4% |
| Participant deferral / active EE | $14,904 | $3,030+391.8% | $4,175+257.0% | $4,212+253.9% |
| Admin fee / account holder | $8,379 | $4,863+72.3% | $5,349+56.6% | $7,344+14.1% |