Filed May 28, 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 | $64,083 | $87,841-27.0% | $133,980-52.2% | $62,891+1.9% |
| Participation rate | 98.7% | 83.4%+15.3pp | 87.1%+11.6pp | 69.3%+29.4pp |
| Annual return | 32.37% | 12.05%+20.3pp | 29.30%+3.1pp | 20.14%+12.2pp |
| Employer contribution / active EE | $7,566 | $3,483+117.2% | $5,211+45.2% | $2,281+231.7% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $21,771 | $5,371+305.3% | $9,324+133.5% | $4,296+406.8% |