Filed March 7, 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 | $124,084 | $54,541+127.5% | $78,778+57.5% | $70,131+76.9% |
| Participation rate | 97.9% | 60.8%+37.1pp | 69.2%+28.7pp | 69.5%+28.4pp |
| Annual return | 13.99% | 21.07%-7.1pp | 35.62%-21.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,534 | $1,089+40.9% | $1,986-22.8% | $2,342-34.5% |
| Participant deferral / active EE | $3,834 | $2,210+73.5% | $2,958+29.6% | $3,332+15.1% |
| Admin fee / account holder | $1,844 | $3,709-50.3% | $5,134-64.1% | $4,645-60.3% |