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 | $140,325 | $91,538+53.3% | $129,995+7.9% | $75,163+86.7% |
| Participation rate | 93.9% | 71.4%+22.5pp | 78.5%+15.5pp | 67.2%+26.7pp |
| Annual return | 14.00% | -631.11%+645.1pp | -137.18%+151.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $5,910 | $2,845+107.7% | $4,320+36.8% | $2,670+121.4% |
| Participant deferral / active EE | $10,398 | $4,341+139.5% | $5,820+78.7% | $4,125+152.1% |
| Admin fee / account holder | $35,248 | $6,790+419.1% | $10,614+232.1% | $5,651+523.8% |