Filed January 23, 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 | $68,414 | $87,540-21.8% | $75,781-9.7% | $125,391-45.4% |
| Participation rate | 91.3% | 80.2%+11.1pp | 75.8%+15.5pp | 83.2%+8.1pp |
| Annual return | -0.26% | 13.48%-13.7pp | 9.68%-9.9pp | 282.22%-282.5pp |
| Employer contribution / active EE | $11,428 | $3,930+190.8% | $3,323+243.9% | $4,866+134.8% |
| Participant deferral / active EE | $1,510 | $4,229-64.3% | $3,651-58.7% | $5,352-71.8% |
| Admin fee / account holder | $12,468 | $6,502+91.8% | $5,299+135.3% | $9,540+30.7% |