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 | $371,664 | $91,190+307.6% | $178,490+108.2% | $79,858+365.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.71% | 24.19%-1.5pp | 151.07%-128.4pp | 31.71%-9.0pp |
| Employer contribution / active EE | $13,502 | $3,256+314.7% | $5,011+169.5% | $2,471+446.5% |
| Participant deferral / active EE | $14,800 | $3,236+357.3% | $5,202+184.5% | $3,740+295.7% |
| Admin fee / account holder | $43,257 | $6,751+540.7% | $13,984+209.3% | $5,306+715.2% |