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 | $510,119 | $109,817+364.5% | $98,442+418.2% | $167,490+204.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.78% | 1956.69%-1932.9pp | 1492.73%-1468.9pp | 478.56%-454.8pp |
| Employer contribution / active EE | $27,723 | $3,224+759.9% | $2,960+836.7% | $4,837+473.1% |
| Participant deferral / active EE | $10,885 | $4,673+132.9% | $4,276+154.5% | $6,341+71.7% |
| Admin fee / account holder | $375 | $6,753-94.5% | $5,949-93.7% | $12,309-97.0% |