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 | $347,088 | $69,207+401.5% | $64,056+441.9% | $139,434+148.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.31% | 45.88%-30.6pp | 33.69%-18.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $6,074 | $3,182+90.9% | $2,747+121.2% | $4,751+27.9% |
| Participant deferral / active EE | $7,217 | $4,682+54.2% | $3,880+86.0% | $6,710+7.6% |
| Admin fee / account holder | $1,714 | $4,244-59.6% | $3,068-44.1% | $11,403-85.0% |