Filed December 29, 1997
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 | $285,497 | $90,503+215.5% | $78,689+262.8% | $273,961+4.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.45% | 75.60%-69.2pp | 62.18%-55.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $7,630 | $3,176+140.3% | $2,851+167.7% | $4,869+56.7% |
| Participant deferral / active EE | $6,052 | $3,901+55.1% | $3,517+72.1% | $5,287+14.5% |
| Admin fee / account holder | $20,569 | $5,263+290.8% | $4,510+356.0% | $10,132+103.0% |