Filed March 14, 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 | $152,639 | $49,177+210.4% | $79,464+92.1% | $64,186+137.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.17% | -1.16%-3.0pp | 718.14%-722.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $9,890 | $2,076+376.3% | $2,800+253.1% | $2,381+315.4% |
| Participant deferral / active EE | $11,230 | $2,821+298.0% | $3,704+203.2% | $3,470+223.7% |
| Admin fee / account holder | $4,052 | $3,839+5.5% | $5,113-20.8% | $4,888-17.1% |