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 | $288,623 | $92,703+211.3% | $82,719+248.9% | $134,475+114.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.87% | 944.92%-956.8pp | 701.18%-713.0pp | 417.96%-429.8pp |
| Employer contribution / active EE | $16,712 | $3,274+410.5% | $3,009+455.4% | $4,740+252.6% |
| Participant deferral / active EE | $7,581 | $4,802+57.9% | $4,395+72.5% | $6,400+18.5% |
| Admin fee / account holder | $8,329 | $5,983+39.2% | $5,329+56.3% | $11,426-27.1% |