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 7-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 | $114,248 | $72,277+58.1% | $101,248+12.8% | $79,858+43.1% |
| Participation rate | 93.6% | 68.5%+25.1pp | 75.8%+17.8pp | 69.6%+24.0pp |
| Annual return | 14.15% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $5,319 | $2,692+97.6% | $3,660+45.4% | $2,471+115.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,497 | $4,400-66.0% | $5,945-74.8% | $5,306-71.8% |