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 | $101,230 | $85,790+18.0% | $67,313+50.4% | $135,375-25.2% |
| Participation rate | 88.2% | 76.5%+11.8pp | 69.1%+19.2pp | 82.6%+5.6pp |
| Annual return | 7.19% | -0.54%+7.7pp | -4.08%+11.3pp | 519.73%-512.5pp |
| Employer contribution / active EE | $2,357 | $3,487-32.4% | $2,566-8.1% | $4,779-50.7% |
| Participant deferral / active EE | $3,319 | $4,651-28.6% | $3,568-7.0% | $5,609-40.8% |
| Admin fee / account holder | $23,478 | $6,392+267.3% | $4,507+420.9% | $10,827+116.8% |