Filed February 18, 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 | $151,639 | $89,698+69.1% | $103,476+46.5% | $80,856+87.5% |
| Participation rate | 93.5% | 76.0%+17.6pp | 80.5%+13.0pp | 67.6%+25.9pp |
| Annual return | 11.81% | 22.78%-11.0pp | 23.90%-12.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,962 | $4,018-1.4% | $4,672-15.2% | $2,755+43.8% |
| Participant deferral / active EE | $11,084 | $5,456+103.2% | $6,623+67.4% | $4,296+158.0% |
| Admin fee / account holder | $13,683 | $6,768+102.2% | $9,413+45.4% | $6,918+97.8% |