Filed February 12, 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 | $59,775 | $67,606-11.6% | $82,313-27.4% | $70,131-14.8% |
| Participation rate | 91.9% | 72.8%+19.1pp | 76.9%+15.0pp | 69.5%+22.4pp |
| Annual return | 19.83% | 21.57%-1.7pp | 25.88%-6.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $2,020 | $1,755+15.1% | $2,428-16.8% | $2,342-13.8% |
| Participant deferral / active EE | $2,597 | $2,987-13.1% | $3,706-29.9% | $3,332-22.1% |
| Admin fee / account holder | $347 | $4,512-92.3% | $5,608-93.8% | $4,645-92.5% |