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 | $207,647 | $54,350+282.1% | $82,719+151.0% | $68,494+203.2% |
| Participation rate | 98.5% | 63.9%+34.6pp | 72.6%+26.0pp | 67.9%+30.6pp |
| Annual return | -16.23% | -13.67%-2.6pp | 701.18%-717.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $12,397 | $2,218+458.9% | $3,009+312.0% | $2,596+377.5% |
| Participant deferral / active EE | $14,713 | $3,246+353.3% | $4,395+234.8% | $4,027+265.3% |
| Admin fee / account holder | $11,688 | $4,395+165.9% | $5,329+119.3% | $5,403+116.3% |