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 | $88,573 | $80,968+9.4% | $96,544-8.3% | $75,163+17.8% |
| Participation rate | 98.7% | 71.8%+26.9pp | 76.0%+22.7pp | 67.2%+31.5pp |
| Annual return | 17.45% | 27.06%-9.6pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,287 | $2,282+44.1% | $2,965+10.9% | $2,670+23.1% |
| Participant deferral / active EE | $6,098 | $3,928+55.3% | $4,851+25.7% | $4,125+47.8% |
| Admin fee / account holder | $1,517 | $6,724-77.4% | $8,252-81.6% | $5,651-73.2% |