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 | $76,171 | $99,341-23.3% | $84,750-10.1% | $273,961-72.2% |
| Participation rate | 87.0% | 80.7%+6.3pp | 76.6%+10.4pp | 83.0%+3.9pp |
| Annual return | 6.11% | 22.93%-16.8pp | 22.78%-16.7pp | 41.45%-35.3pp |
| Employer contribution / active EE | $8,280 | $4,214+96.5% | $3,574+131.7% | $4,869+70.1% |
| Participant deferral / active EE | $1,386 | $4,269-67.5% | $3,712-62.7% | $5,287-73.8% |
| Admin fee / account holder | $11,340 | $6,644+70.7% | $5,332+112.7% | $10,132+11.9% |