Filed March 6, 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 | $444,312 | $209,411+112.2% | $178,490+148.9% | $158,922+179.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.29% | 188.75%-171.5pp | 151.07%-133.8pp | 302.83%-285.5pp |
| Employer contribution / active EE | $5,262 | $5,706-7.8% | $5,011+5.0% | $4,761+10.5% |
| Participant deferral / active EE | $3,673 | $5,954-38.3% | $5,202-29.4% | $5,982-38.6% |
| Admin fee / account holder | $4,676 | $17,074-72.6% | $13,984-66.6% | $11,246-58.4% |