Filed March 11, 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 | $207,637 | $178,174+16.5% | $156,181+32.9% | $137,256+51.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.58% | 84.19%-71.6pp | 64.87%-52.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $4,817 | $4,972-3.1% | $4,294+12.2% | $4,156+15.9% |
| Participant deferral / active EE | $17,112 | $6,888+148.4% | $6,132+179.0% | $6,407+167.1% |
| Admin fee / account holder | $2,752 | $17,404-84.2% | $14,586-81.1% | $12,270-77.6% |