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 | $115,989 | $72,277+60.5% | $101,248+14.6% | $79,858+45.2% |
| Participation rate | 96.3% | 68.5%+27.9pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 12.45% | 22.30%-9.8pp | 46.47%-34.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $5,925 | $2,692+120.1% | $3,660+61.9% | $2,471+139.8% |
| Participant deferral / active EE | $3,534 | $3,282+7.7% | $4,370-19.1% | $3,740-5.5% |
| Admin fee / account holder | $7,106 | $4,400+61.5% | $5,945+19.5% | $5,306+33.9% |