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 | $140,838 | $65,365+115.5% | $92,893+51.6% | $72,985+93.0% |
| Participation rate | 86.8% | 68.3%+18.5pp | 76.0%+10.8pp | 69.5%+17.4pp |
| Annual return | 22.59% | 42.10%-19.5pp | 109.41%-86.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $5,971 | $2,594+130.2% | $3,653+63.5% | $2,440+144.7% |
| Participant deferral / active EE | $7,314 | $3,128+133.8% | $4,236+72.7% | $3,607+102.8% |
| Admin fee / account holder | $5,464 | $4,251+28.5% | $5,794-5.7% | $5,124+6.6% |