Filed January 10, 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 | $81,438 | $52,681+54.6% | $75,781+7.5% | $59,632+36.6% |
| Participation rate | 83.5% | 67.2%+16.3pp | 75.8%+7.7pp | 68.7%+14.9pp |
| Annual return | 5.27% | 2.95%+2.3pp | 9.68%-4.4pp | 2041.28%-2036.0pp |
| Employer contribution / active EE | $2,117 | $2,193-3.5% | $3,323-36.3% | $2,203-3.9% |
| Participant deferral / active EE | $2,373 | $2,591-8.4% | $3,651-35.0% | $3,192-25.7% |
| Admin fee / account holder | $13,774 | $3,610+281.6% | $5,299+159.9% | $4,297+220.5% |