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 | $72,551 | $96,635-24.9% | $86,612-16.2% | $139,434-48.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.30% | 106.41%-88.1pp | 591.07%-572.8pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,298 | $3,263-29.6% | $3,022-24.0% | $4,751-51.6% |
| Participant deferral / active EE | $8,827 | $4,836+82.5% | $4,438+98.9% | $6,710+31.6% |
| Admin fee / account holder | $841 | $6,408-86.9% | $5,614-85.0% | $11,403-92.6% |