Filed February 3, 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 | $303,008 | $84,233+259.7% | $170,442+77.8% | $70,131+332.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.50% | 23.06%-8.6pp | 205.93%-191.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $13,895 | $3,387+310.2% | $5,433+155.8% | $2,342+493.2% |
| Participant deferral / active EE | $11,791 | $3,086+282.1% | $4,939+138.7% | $3,332+253.9% |
| Admin fee / account holder | $3,840 | $5,698-32.6% | $13,880-72.3% | $4,645-17.3% |