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 | $117,738 | $71,883+63.8% | $86,677+35.8% | $68,494+71.9% |
| Participation rate | 97.3% | 72.2%+25.1pp | 76.6%+20.7pp | 67.9%+29.4pp |
| Annual return | -13.08% | 3.52%-16.6pp | 35.91%-49.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $3,172 | $2,173+46.0% | $2,836+11.8% | $2,596+22.2% |
| Participant deferral / active EE | $7,588 | $3,779+100.8% | $4,656+63.0% | $4,027+88.4% |
| Admin fee / account holder | $2,880 | $6,112-52.9% | $7,493-61.6% | $5,403-46.7% |