Filed April 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 | $281,601 | $95,453+195.0% | $112,040+151.3% | $82,448+241.6% |
| Participation rate | 93.0% | 72.8%+20.2pp | 76.5%+16.5pp | 68.1%+24.9pp |
| Annual return | 10.17% | 23.92%-13.7pp | 24.52%-14.3pp | 41.64%-31.5pp |
| Employer contribution / active EE | $4,436 | $2,318+91.4% | $2,954+50.2% | $2,551+73.9% |
| Participant deferral / active EE | $6,201 | $4,224+46.8% | $5,098+21.7% | $4,139+49.8% |
| Admin fee / account holder | $22,839 | $9,013+153.4% | $12,098+88.8% | $7,234+215.7% |