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 | $153,678 | $91,552+67.9% | $133,956+14.7% | $79,858+92.4% |
| Participation rate | 91.7% | 73.3%+18.3pp | 79.8%+11.8pp | 69.6%+22.0pp |
| Annual return | 13.91% | 61.85%-47.9pp | 45.09%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,520 | $2,384+47.7% | $3,919-10.2% | $2,471+42.5% |
| Participant deferral / active EE | $5,258 | $3,733+40.8% | $5,048+4.2% | $3,740+40.6% |
| Admin fee / account holder | $31,006 | $6,321+390.5% | $8,927+247.3% | $5,306+484.3% |