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 | $114,429 | $50,958+124.6% | $74,550+53.5% | $64,186+78.3% |
| Participation rate | 88.5% | 61.1%+27.4pp | 69.1%+19.3pp | 69.6%+18.9pp |
| Annual return | 9.68% | -1.86%+11.5pp | 32.53%-22.8pp | 7.63%+2.1pp |
| Employer contribution / active EE | $1,566 | $1,115+40.4% | $1,961-20.2% | $2,381-34.2% |
| Participant deferral / active EE | $3,842 | $2,301+66.9% | $3,108+23.6% | $3,470+10.7% |
| Admin fee / account holder | $869 | $4,223-79.4% | $5,060-82.8% | $4,888-82.2% |