Filed July 2, 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 | $144,765 | $83,477+73.4% | $125,175+15.6% | $72,985+98.3% |
| Participation rate | 97.9% | 73.3%+24.6pp | 79.8%+18.1pp | 69.5%+28.4pp |
| Annual return | 22.55% | 25.78%-3.2pp | 43.79%-21.2pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,418 | $2,345+3.1% | $3,865-37.4% | $2,440-0.9% |
| Participant deferral / active EE | $5,222 | $3,585+45.7% | $4,937+5.8% | $3,607+44.8% |
| Admin fee / account holder | $4,534 | $5,517-17.8% | $9,702-53.3% | $5,124-11.5% |