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 | $139,873 | $80,968+72.8% | $96,544+44.9% | $75,163+86.1% |
| Participation rate | 97.1% | 71.8%+25.4pp | 76.0%+21.2pp | 67.2%+30.0pp |
| Annual return | 13.48% | 27.06%-13.6pp | 25.84%-12.4pp | 160.62%-147.1pp |
| Employer contribution / active EE | $3,277 | $2,282+43.6% | $2,965+10.5% | $2,670+22.7% |
| Participant deferral / active EE | $7,340 | $3,928+86.9% | $4,851+51.3% | $4,125+77.9% |
| Admin fee / account holder | $1,346 | $6,724-80.0% | $8,252-83.7% | $5,651-76.2% |