Filed July 2, 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 | $277,610 | $142,344+95.0% | $119,609+132.1% | $134,475+106.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.10% | -12.44%-6.7pp | -14.97%-4.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $7,143 | $5,222+36.8% | $4,232+68.8% | $4,740+50.7% |
| Participant deferral / active EE | $4,018 | $6,469-37.9% | $5,602-28.3% | $6,400-37.2% |
| Admin fee / account holder | $8,873 | $13,584-34.7% | $10,323-14.0% | $11,426-22.3% |