Filed April 29, 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 | $185,634 | $60,349+207.6% | $74,183+150.2% | $62,891+195.2% |
| Participation rate | 96.4% | 72.7%+23.7pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 9.54% | 21.37%-11.8pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,997 | $1,680+78.4% | $2,370+26.5% | $2,281+31.4% |
| Participant deferral / active EE | $3,713 | $2,856+30.0% | $3,550+4.6% | $3,203+15.9% |
| Admin fee / account holder | $8,689 | $4,261+103.9% | $5,586+55.6% | $4,296+102.3% |