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 | $90,891 | $57,354+58.5% | $83,848+8.4% | $64,186+41.6% |
| Participation rate | 88.0% | 68.6%+19.3pp | 76.1%+11.8pp | 69.6%+18.4pp |
| Annual return | -5.29% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,288 | $2,545+29.2% | $3,631-9.4% | $2,381+38.1% |
| Participant deferral / active EE | $2,949 | $2,993-1.5% | $4,082-27.8% | $3,470-15.0% |
| Admin fee / account holder | $657 | $4,046-83.8% | $5,478-88.0% | $4,888-86.6% |