Filed January 10, 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 | $254,277 | $73,933+243.9% | $96,683+163.0% | $75,163+238.3% |
| Participation rate | 96.1% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+28.9pp |
| Annual return | 15.16% | 26.70%-11.5pp | 35.69%-20.5pp | 160.62%-145.5pp |
| Employer contribution / active EE | $17,448 | $2,928+496.0% | $3,737+366.9% | $2,670+553.5% |
| Participant deferral / active EE | $5,247 | $3,659+43.4% | $4,878+7.6% | $4,125+27.2% |
| Admin fee / account holder | $24,408 | $5,216+367.9% | $6,730+262.7% | $5,651+331.9% |