Filed May 14, 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 | $97,282 | $70,756+37.5% | $65,493+48.5% | $142,382-31.7% |
| Participation rate | 90.5% | 77.4%+13.1pp | 73.1%+17.4pp | 80.1%+10.4pp |
| Annual return | 14.60% | 1754.89%-1740.3pp | 982.45%-967.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,937 | $2,881-32.7% | $2,574-24.7% | $4,299-54.9% |
| Participant deferral / active EE | $8,104 | $4,637+74.8% | $3,961+104.6% | $6,507+24.5% |
| Admin fee / account holder | $11,389 | $6,559+73.6% | $5,028+126.5% | $12,624-9.8% |