Filed February 3, 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 | $83,714 | $93,346-10.3% | $71,796+16.6% | $273,961-69.4% |
| Participation rate | 95.2% | 76.5%+18.7pp | 69.1%+26.1pp | 83.0%+12.2pp |
| Annual return | 7.64% | 130.39%-122.8pp | 78.04%-70.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,001 | $2,733-26.8% | $1,924+4.0% | $4,869-58.9% |
| Participant deferral / active EE | $4,043 | $3,475+16.4% | $2,794+44.7% | $5,287-23.5% |
| Admin fee / account holder | $8,863 | $6,571+34.9% | $4,815+84.1% | $10,132-12.5% |