Filed July 8, 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 | $86,159 | $69,977+23.1% | $108,579-20.6% | $62,891+37.0% |
| Participation rate | 77.6% | 72.9%+4.7pp | 79.6%-2.0pp | 69.3%+8.2pp |
| Annual return | 6.00% | 10.73%-4.7pp | -51.70%+57.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $7,212 | $2,135+237.8% | $3,758+91.9% | $2,281+216.2% |
| Participant deferral / active EE | $9,307 | $3,165+194.1% | $4,311+115.9% | $3,203+190.6% |
| Admin fee / account holder | $9,166 | $5,076+80.6% | $7,645+19.9% | $4,296+113.4% |