Filed December 29, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,796 | $49,177+462.9% | $79,464+248.3% | $64,186+331.2% |
| Participation rate | 71.4% | 65.0%+6.4pp | 73.3%-1.9pp | 69.6%+1.9pp |
| Annual return | -9.06% | -1.16%-7.9pp | 718.14%-727.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $16,170 | $2,076+678.8% | $2,800+477.4% | $2,381+579.2% |
| Participant deferral / active EE | $9,098 | $2,821+222.5% | $3,704+145.6% | $3,470+162.2% |
| Admin fee / account holder | $4,793 | $3,839+24.9% | $5,113-6.2% | $4,888-1.9% |