Filed February 27, 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 | $294,977 | $73,933+299.0% | $96,683+205.1% | $75,163+292.4% |
| Participation rate | 97.9% | 66.4%+31.5pp | 74.3%+23.6pp | 67.2%+30.7pp |
| Annual return | 15.97% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.7pp |
| Employer contribution / active EE | $7,873 | $2,928+168.9% | $3,737+110.7% | $2,670+194.9% |
| Participant deferral / active EE | $11,098 | $3,659+203.3% | $4,878+127.5% | $4,125+169.0% |
| Admin fee / account holder | $6,481 | $5,216+24.3% | $6,730-3.7% | $5,651+14.7% |