Filed July 9, 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 9-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 | $38,197 | $56,199-32.0% | $67,652-43.5% | $59,632-35.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.71% | 18505.31%-18504.6pp | 6625.04%-6624.3pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $2,163 | $1,614+34.0% | $2,266-4.5% | $2,203-1.8% |
| Participant deferral / active EE | $1,440 | $2,844-49.4% | $3,560-59.6% | $3,192-54.9% |
| Admin fee / account holder | $2,268 | $3,958-42.7% | $4,821-53.0% | $4,297-47.2% |