Filed June 23, 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 6-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,566 | $165,335-68.2% | $149,696-64.9% | $158,922-66.9% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 16.71% | 348.15%-331.4pp | 276.60%-259.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,353 | $5,103-73.5% | $4,644-70.9% | $4,761-71.6% |
| Participant deferral / active EE | $4,662 | $7,181-35.1% | $6,842-31.9% | $5,982-22.1% |
| Admin fee / account holder | $14,479 | $10,807+34.0% | $9,309+55.5% | $11,246+28.8% |