Filed May 21, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,827 | $76,000+39.2% | $154,107-31.3% | $64,186+64.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.52% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.2pp |
| Employer contribution / active EE | $7,638 | $3,351+128.0% | $5,298+44.2% | $2,381+220.8% |
| Participant deferral / active EE | $2,963 | $3,175-6.7% | $5,081-41.7% | $3,470-14.6% |
| Admin fee / account holder | $9,103 | $5,596+62.7% | $13,411-32.1% | $4,888+86.2% |