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 | $69,443 | $71,883-3.4% | $86,677-19.9% | $68,494+1.4% |
| Participation rate | 95.2% | 72.2%+22.9pp | 76.6%+18.6pp | 67.9%+27.3pp |
| Annual return | -9.82% | 3.52%-13.3pp | 35.91%-45.7pp | -7.84%-2.0pp |
| Employer contribution / active EE | $1,809 | $2,173-16.7% | $2,836-36.2% | $2,596-30.3% |
| Participant deferral / active EE | $1,753 | $3,779-53.6% | $4,656-62.3% | $4,027-56.5% |
| Admin fee / account holder | $11,613 | $6,112+90.0% | $7,493+55.0% | $5,403+114.9% |