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 | $121,058 | $50,958+137.6% | $74,550+62.4% | $64,186+88.6% |
| Participation rate | 97.7% | 61.1%+36.6pp | 69.1%+28.6pp | 69.6%+28.1pp |
| Annual return | -4.32% | -1.86%-2.5pp | 32.53%-36.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,723 | $1,115+54.5% | $1,961-12.1% | $2,381-27.6% |
| Participant deferral / active EE | $4,070 | $2,301+76.9% | $3,108+31.0% | $3,470+17.3% |
| Admin fee / account holder | $9,859 | $4,223+133.5% | $5,060+94.9% | $4,888+101.7% |