Filed May 6, 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 | $55,061 | $33,914+62.4% | $63,412-13.2% | $52,331+5.2% |
| Participation rate | 99.0% | 59.6%+39.5pp | 67.1%+31.9pp | 68.1%+30.9pp |
| Annual return | -0.56% | 3.22%-3.8pp | 4.04%-4.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $6,151 | $1,121+448.6% | $1,814+239.0% | $1,882+226.9% |
| Participant deferral / active EE | $1,283 | $1,733-26.0% | $2,496-48.6% | $3,022-57.6% |
| Admin fee / account holder | $4,783 | $353+1253.5% | $3,753+27.5% | $592+708.6% |