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 | $104,161 | $65,365+59.4% | $92,893+12.1% | $72,985+42.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.95% | 42.10%-22.2pp | 109.41%-89.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $5,186 | $2,594+99.9% | $3,653+42.0% | $2,440+112.5% |
| Participant deferral / active EE | $3,537 | $3,128+13.1% | $4,236-16.5% | $3,607-1.9% |
| Admin fee / account holder | $2,367 | $4,251-44.3% | $5,794-59.2% | $5,124-53.8% |