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 | $234,737 | $57,281+309.8% | $86,612+171.0% | $75,163+212.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.32% | 2670.75%-2656.4pp | 591.07%-576.7pp | 160.62%-146.3pp |
| Employer contribution / active EE | $12,829 | $2,314+454.3% | $3,022+324.5% | $2,670+380.5% |
| Participant deferral / active EE | $15,884 | $3,318+378.8% | $4,438+257.9% | $4,125+285.0% |
| Admin fee / account holder | $32,622 | $4,112+693.4% | $5,614+481.1% | $5,651+477.3% |