Filed July 10, 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 | $92,056 | $86,286+6.7% | $111,297-17.3% | $85,850+7.2% |
| Participation rate | 82.9% | 73.3%+9.6pp | 77.3%+5.6pp | 69.3%+13.6pp |
| Annual return | 14.28% | 19.99%-5.7pp | 54.65%-40.4pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,068 | $2,043+1.2% | $2,731-24.3% | $2,565-19.4% |
| Participant deferral / active EE | $5,129 | $3,641+40.9% | $4,487+14.3% | $3,952+29.8% |
| Admin fee / account holder | $1,697 | $8,188-79.3% | $7,964-78.7% | $6,260-72.9% |