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 | $381,195 | $54,350+601.4% | $82,719+360.8% | $68,494+456.5% |
| Participation rate | 82.4% | 63.9%+18.4pp | 72.6%+9.8pp | 67.9%+14.5pp |
| Annual return | -11.39% | -13.67%+2.3pp | 701.18%-712.6pp | -7.84%-3.6pp |
| Employer contribution / active EE | $21,235 | $2,218+857.3% | $3,009+605.7% | $2,596+717.9% |
| Participant deferral / active EE | $11,816 | $3,246+264.0% | $4,395+168.9% | $4,027+193.4% |
| Admin fee / account holder | $175,517 | $4,395+3893.2% | $5,329+3193.7% | $5,403+3148.7% |