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 | $321,964 | $98,240+227.7% | $82,313+291.1% | $147,584+118.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.34% | 30.85%-11.5pp | 25.88%-6.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $8,052 | $3,192+152.3% | $2,428+231.6% | $4,876+65.1% |
| Participant deferral / active EE | $8,200 | $4,383+87.1% | $3,706+121.3% | $5,439+50.8% |
| Admin fee / account holder | $3,851 | $8,563-55.0% | $5,608-31.3% | $10,885-64.6% |