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 | $58,805 | $62,586-6.0% | $76,768-23.4% | $64,186-8.4% |
| Participation rate | 97.7% | 72.8%+24.9pp | 77.0%+20.7pp | 69.6%+28.1pp |
| Annual return | 4.69% | -1.95%+6.6pp | 2.43%+2.3pp | 7.63%-2.9pp |
| Employer contribution / active EE | $4,118 | $1,832+124.8% | $2,485+65.7% | $2,381+73.0% |
| Participant deferral / active EE | $3,063 | $3,145-2.6% | $3,852-20.5% | $3,470-11.7% |
| Admin fee / account holder | $312 | $4,667-93.3% | $6,675-95.3% | $4,888-93.6% |