Filed July 9, 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 | $135,622 | $100,041+35.6% | $149,718-9.4% | $70,131+93.4% |
| Participation rate | 83.3% | 83.6%-0.3pp | 87.1%-3.7pp | 69.5%+13.8pp |
| Annual return | 16.03% | 27.43%-11.4pp | 1501.63%-1485.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,446 | $3,662-60.5% | $5,445-73.4% | $2,342-38.3% |
| Participant deferral / active EE | $4,291 | $4,983-13.9% | $6,569-34.7% | $3,332+28.8% |
| Admin fee / account holder | $7,920 | $8,286-4.4% | $11,283-29.8% | $4,645+70.5% |