Filed February 28, 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 | $73,337 | $156,846-53.2% | $121,098-39.4% | $139,434-47.4% |
| Participation rate | 94.1% | 76.4%+17.7pp | 69.5%+24.6pp | 80.3%+13.8pp |
| Annual return | 13.56% | 1474.56%-1461.0pp | 985.75%-972.2pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,675 | $5,536-69.7% | $4,164-59.8% | $4,751-64.7% |
| Participant deferral / active EE | $6,065 | $4,844+25.2% | $4,080+48.7% | $6,710-9.6% |
| Admin fee / account holder | $9,857 | $6,946+41.9% | $5,644+74.6% | $11,403-13.6% |