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 | $91,271 | $169,032-46.0% | $129,207-29.4% | $145,922-37.5% |
| Participation rate | 88.2% | 76.4%+11.8pp | 69.6%+18.6pp | 80.3%+8.0pp |
| Annual return | 12.23% | 14330.11%-14317.9pp | 9417.33%-9405.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,803 | $5,537-67.4% | $4,153-56.6% | $4,660-61.3% |
| Participant deferral / active EE | $6,079 | $4,987+21.9% | $4,168+45.9% | $6,688-9.1% |
| Admin fee / account holder | $2,518 | $9,954-74.7% | $7,715-67.4% | $13,397-81.2% |