Filed October 2, 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 | $326,579 | $84,696+285.6% | $75,696+331.4% | $167,490+95.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.23% | 199.36%-186.1pp | 104.53%-91.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $4,952 | $3,230+53.3% | $2,743+80.5% | $4,837+2.4% |
| Participant deferral / active EE | $9,320 | $4,580+103.5% | $3,821+143.9% | $6,341+47.0% |
| Admin fee / account holder | $7,669 | $5,355+43.2% | $3,619+111.9% | $12,309-37.7% |