Filed May 12, 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 | $153,043 | $81,900+86.9% | $119,609+28.0% | $68,494+123.4% |
| Participation rate | 96.7% | 71.9%+24.8pp | 79.3%+17.4pp | 67.9%+28.8pp |
| Annual return | -13.24% | -23.82%+10.6pp | -14.97%+1.7pp | -7.84%-5.4pp |
| Employer contribution / active EE | $5,169 | $2,693+91.9% | $4,232+22.1% | $2,596+99.1% |
| Participant deferral / active EE | $8,977 | $4,148+116.4% | $5,602+60.2% | $4,027+122.9% |
| Admin fee / account holder | $1,400 | $6,582-78.7% | $10,323-86.4% | $5,403-74.1% |