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.)
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 | $323,916 | $102,966+214.6% | $90,281+258.8% | $152,861+111.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.37% | 95.16%-90.8pp | 78.10%-73.7pp | 345.32%-341.0pp |
| Employer contribution / active EE | $23,336 | $3,139+643.5% | $2,854+717.5% | $4,762+390.0% |
| Participant deferral / active EE | $8,059 | $4,281+88.2% | $3,885+107.4% | $5,850+37.8% |
| Admin fee / account holder | $1,476 | $6,171-76.1% | $5,351-72.4% | $11,596-87.3% |