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 | $344,002 | $154,117+123.2% | $129,995+164.6% | $139,434+146.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.52% | 32.48%-16.0pp | -137.18%+153.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $7,895 | $5,289+49.3% | $4,320+82.8% | $4,751+66.2% |
| Participant deferral / active EE | $4,658 | $6,710-30.6% | $5,820-20.0% | $6,710-30.6% |
| Admin fee / account holder | $4,792 | $14,007-65.8% | $10,614-54.9% | $11,403-58.0% |