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 | $96,602 | $54,541+77.1% | $78,778+22.6% | $70,131+37.7% |
| Participation rate | 96.0% | 60.8%+35.2pp | 69.2%+26.8pp | 69.5%+26.5pp |
| Annual return | 14.26% | 21.07%-6.8pp | 35.62%-21.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,526 | $1,089+40.2% | $1,986-23.2% | $2,342-34.9% |
| Participant deferral / active EE | $4,276 | $2,210+93.5% | $2,958+44.6% | $3,332+28.4% |
| Admin fee / account holder | $1,245 | $3,709-66.4% | $5,134-75.7% | $4,645-73.2% |