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 | $136,287 | $109,413+24.6% | $156,263-12.8% | $84,808+60.7% |
| Participation rate | 92.6% | 72.7%+19.9pp | 78.9%+13.7pp | 68.3%+24.3pp |
| Annual return | 17.27% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,283 | $2,907+47.3% | $4,333-1.2% | $2,631+62.8% |
| Participant deferral / active EE | $4,654 | $4,590+1.4% | $6,158-24.4% | $4,212+10.5% |
| Admin fee / account holder | $13,889 | $9,357+48.4% | $14,255-2.6% | $7,344+89.1% |