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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $474,446 | $60,124+689.1% | $90,404+424.8% | $79,858+494.1% |
| Participation rate | 90.5% | 65.0%+25.5pp | 72.7%+17.8pp | 69.6%+20.8pp |
| Annual return | 11.84% | 71.94%-60.1pp | 1293.02%-1281.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $17,588 | $2,068+750.6% | $3,262+439.2% | $2,471+611.8% |
| Participant deferral / active EE | $10,286 | $2,938+250.1% | $3,963+159.5% | $3,740+175.0% |
| Admin fee / account holder | $969 | $3,976-75.6% | $5,611-82.7% | $5,306-81.7% |