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 | $347,555 | $172,478+101.5% | $145,661+138.6% | $142,382+144.1% |
| Participation rate | 84.2% | 80.1%+4.1pp | 77.2%+7.0pp | 80.1%+4.1pp |
| Annual return | 15.21% | 151.09%-135.9pp | 101.46%-86.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,784 | $4,899-22.8% | $4,238-10.7% | $4,299-12.0% |
| Participant deferral / active EE | $4,914 | $8,348-41.1% | $7,198-31.7% | $6,507-24.5% |
| Admin fee / account holder | $21,540 | $16,864+27.7% | $12,466+72.8% | $12,624+70.6% |