Filed June 13, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $871,419 | $161,352+440.1% | $134,172+549.5% | $137,256+534.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 11.58% | 28.72%-17.1pp | 25.30%-13.7pp | 220.34%-208.8pp |
| Employer contribution / active EE | $878 | $4,099-78.6% | $3,420-74.3% | $4,156-78.9% |
| Participant deferral / active EE | $500 | $5,552-91.0% | $4,690-89.3% | $6,407-92.2% |
| Admin fee / account holder | $21,658 | $15,028+44.1% | $12,016+80.2% | $12,270+76.5% |