Filed May 21, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $358,557 | $135,952+163.7% | $123,892+189.4% | $273,961+30.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -4.67% | 56.63%-61.3pp | 47.52%-52.2pp | 41.45%-46.1pp |
| Employer contribution / active EE | $12,068 | $5,170+133.4% | $4,617+161.4% | $4,869+147.9% |
| Participant deferral / active EE | $9,109 | $6,343+43.6% | $5,984+52.2% | $5,287+72.3% |
| Admin fee / account holder | $9,025 | $9,817-8.1% | $8,357+8.0% | $10,132-10.9% |