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 | $127,594 | $101,724+25.4% | $164,813-22.6% | $80,856+57.8% |
| Participation rate | 87.3% | 71.8%+15.4pp | 78.6%+8.7pp | 67.6%+19.6pp |
| Annual return | 15.70% | 16.72%-1.0pp | 69.93%-54.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $5,544 | $2,953+87.7% | $4,341+27.7% | $2,755+101.2% |
| Participant deferral / active EE | $4,509 | $4,477+0.7% | $6,031-25.2% | $4,296+5.0% |
| Admin fee / account holder | $11,104 | $8,227+35.0% | $12,690-12.5% | $6,918+60.5% |