Filed March 20, 1997 (most recent of 3 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,788 | $86,922+206.9% | $102,438+160.4% | $80,874+229.9% |
| Participation rate | 77.5% | 72.4%+5.1pp | 76.5%+1.0pp | 67.6%+9.9pp |
| Annual return | 19.93% | 18.90%+1.0pp | 29.37%-9.4pp | 35.62%-15.7pp |
| Employer contribution / active EE | $1,730 | $2,369-27.0% | $3,024-42.8% | $2,756-37.2% |
| Participant deferral / active EE | $5,089 | $4,119+23.6% | $5,054+0.7% | $4,297+18.4% |
| Admin fee / account holder | $13,566 | $8,050+68.5% | $9,448+43.6% | $6,935+95.6% |