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 | $121,995 | $109,359+11.6% | $162,163-24.8% | $72,985+67.2% |
| Participation rate | 89.2% | 84.3%+4.9pp | 87.6%+1.6pp | 69.5%+19.7pp |
| Annual return | 22.31% | 25.46%-3.1pp | 115.59%-93.3pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,532 | $3,907-60.8% | $5,614-72.7% | $2,440-37.2% |
| Participant deferral / active EE | $4,178 | $5,481-23.8% | $7,298-42.8% | $3,607+15.8% |
| Admin fee / account holder | $31,984 | $7,972+301.2% | $10,843+195.0% | $5,124+524.2% |