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 | $323,327 | $88,751+264.3% | $81,812+295.2% | $145,922+121.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.92% | 1025.40%-1001.5pp | 773.79%-749.9pp | 561.29%-537.4pp |
| Employer contribution / active EE | $28,336 | $3,083+819.0% | $2,912+873.0% | $4,660+508.1% |
| Participant deferral / active EE | $11,901 | $4,643+156.3% | $4,319+175.6% | $6,688+78.0% |
| Admin fee / account holder | $94,953 | $8,415+1028.3% | $7,386+1185.6% | $13,397+608.8% |