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 | $134,303 | $125,758+6.8% | $169,993-21.0% | $75,163+78.7% |
| Participation rate | 79.3% | 83.6%-4.3pp | 87.0%-7.7pp | 67.2%+12.1pp |
| Annual return | 15.46% | 27.20%-11.7pp | 53.37%-37.9pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,021 | $4,615-56.2% | $6,785-70.2% | $2,670-24.3% |
| Participant deferral / active EE | $6,596 | $6,837-3.5% | $10,408-36.6% | $4,125+59.9% |
| Admin fee / account holder | $27,468 | $8,173+236.1% | $12,815+114.3% | $5,651+386.1% |