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 | $290,051 | $74,888+287.3% | $71,209+307.3% | $142,382+103.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -11.81% | 345.14%-357.0pp | 282.51%-294.3pp | 217.08%-228.9pp |
| Employer contribution / active EE | $28,096 | $2,854+884.3% | $2,721+932.6% | $4,299+553.5% |
| Participant deferral / active EE | $10,137 | $4,454+127.6% | $4,175+142.8% | $6,507+55.8% |
| Admin fee / account holder | $77,135 | $5,568+1285.2% | $5,349+1342.1% | $12,624+511.0% |