Filed March 17, 1997 (most recent of 2 filings on file)
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 | $340,931 | $90,600+276.3% | $79,464+329.0% | $135,375+151.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.20% | 977.43%-969.2pp | 718.14%-709.9pp | 519.73%-511.5pp |
| Employer contribution / active EE | $22,376 | $3,068+629.3% | $2,800+699.0% | $4,779+368.2% |
| Participant deferral / active EE | $6,641 | $4,050+64.0% | $3,704+79.3% | $5,609+18.4% |
| Admin fee / account holder | $44,410 | $5,907+651.8% | $5,113+768.6% | $10,827+310.2% |