Filed February 24, 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 9-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 | $156,196 | $72,492+115.5% | $87,100+79.3% | $72,985+114.0% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.9%+20.1pp | 69.5%+27.5pp |
| Annual return | 17.52% | 24.46%-6.9pp | 28.19%-10.7pp | 81.00%-63.5pp |
| Employer contribution / active EE | $2,454 | $1,894+29.6% | $2,521-2.7% | $2,440+0.6% |
| Participant deferral / active EE | $7,211 | $3,270+120.5% | $4,049+78.1% | $3,607+99.9% |
| Admin fee / account holder | $18,774 | $5,055+271.4% | $7,497+150.4% | $5,124+266.4% |