Filed March 12, 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 | $127,329 | $63,346+101.0% | $92,233+38.1% | $70,131+81.6% |
| Participation rate | 74.4% | 68.7%+5.7pp | 76.5%-2.1pp | 69.5%+4.9pp |
| Annual return | 13.55% | 530.12%-516.6pp | 176.28%-162.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,938 | $2,471-21.6% | $3,679-47.3% | $2,342-17.3% |
| Participant deferral / active EE | $6,452 | $2,854+126.1% | $3,897+65.6% | $3,332+93.7% |
| Admin fee / account holder | $10,520 | $3,840+173.9% | $5,194+102.6% | $4,645+126.5% |