Filed April 11, 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 | $54,630 | $58,208-6.1% | $81,812-33.2% | $80,856-32.4% |
| Participation rate | 73.9% | 63.4%+10.5pp | 72.3%+1.6pp | 67.6%+6.3pp |
| Annual return | 12.52% | 41.66%-29.1pp | 773.79%-761.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $391 | $2,340-83.3% | $2,912-86.6% | $2,755-85.8% |
| Participant deferral / active EE | $2,085 | $3,281-36.5% | $4,319-51.7% | $4,296-51.5% |
| Admin fee / account holder | $2,057 | $4,981-58.7% | $7,386-72.2% | $6,918-70.3% |