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 | $344,974 | $70,756+387.6% | $65,493+426.7% | $142,382+142.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.33% | 1754.89%-1739.6pp | 982.45%-967.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $6,720 | $2,881+133.3% | $2,574+161.1% | $4,299+56.3% |
| Participant deferral / active EE | $6,470 | $4,637+39.5% | $3,961+63.3% | $6,507-0.6% |
| Admin fee / account holder | $3,968 | $6,559-39.5% | $5,028-21.1% | $12,624-68.6% |