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 | $133,766 | $73,867+81.1% | $143,757-7.0% | $68,494+95.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.30% | 1.01%-16.3pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $7,080 | $3,184+122.4% | $4,951+43.0% | $2,596+172.7% |
| Participant deferral / active EE | $3,836 | $3,384+13.4% | $5,637-31.9% | $4,027-4.7% |
| Admin fee / account holder | $6,252 | $5,755+8.6% | $14,673-57.4% | $5,403+15.7% |