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 | $434,628 | $89,753+384.2% | $107,525+304.2% | $84,808+412.5% |
| Participation rate | 84.6% | 68.1%+16.6pp | 75.1%+9.5pp | 68.3%+16.3pp |
| Annual return | 23.72% | 29.48%-5.8pp | 181.32%-157.6pp | 40.90%-17.2pp |
| Employer contribution / active EE | $7,085 | $3,113+127.6% | $3,754+88.8% | $2,631+169.3% |
| Participant deferral / active EE | $10,156 | $4,056+150.4% | $5,116+98.5% | $4,212+141.1% |
| Admin fee / account holder | $26,060 | $7,222+260.8% | $8,919+192.2% | $7,344+254.9% |