Filed May 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 | $88,922 | $91,037-2.3% | $71,671+24.1% | $147,584-39.7% |
| Participation rate | 78.9% | 76.1%+2.8pp | 68.7%+10.2pp | 82.8%-3.9pp |
| Annual return | 15.47% | 20.48%-5.0pp | 20.65%-5.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,070 | $3,327-37.8% | $2,460-15.8% | $4,876-57.5% |
| Participant deferral / active EE | $2,926 | $4,498-34.9% | $3,438-14.9% | $5,439-46.2% |
| Admin fee / account holder | $2,318 | $8,613-73.1% | $5,558-58.3% | $10,885-78.7% |