Filed October 1, 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 | $258,903 | $154,365+67.7% | $130,231+98.8% | $139,434+85.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 20.66% | 30.34%-9.7pp | 38.77%-18.1pp | 372.94%-352.3pp |
| Employer contribution / active EE | $4,415 | $5,170-14.6% | $4,126+7.0% | $4,751-7.1% |
| Participant deferral / active EE | $8,392 | $8,498-1.3% | $6,799+23.4% | $6,710+25.1% |
| Admin fee / account holder | $14,786 | $9,214+60.5% | $6,020+145.6% | $11,403+29.7% |