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 | $306,201 | $72,400+322.9% | $67,502+353.6% | $145,922+109.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.40% | 7182.46%-7171.1pp | 3512.12%-3500.7pp | 561.29%-549.9pp |
| Employer contribution / active EE | $5,842 | $3,069+90.4% | $2,731+113.9% | $4,660+25.4% |
| Participant deferral / active EE | $7,513 | $4,783+57.1% | $4,000+87.8% | $6,688+12.3% |
| Admin fee / account holder | $41,658 | $5,539+652.1% | $3,998+942.1% | $13,397+210.9% |