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 | $130,561 | $101,724+28.3% | $164,813-20.8% | $80,856+61.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.28% | 16.72%-4.4pp | 69.93%-57.7pp | 35.59%-23.3pp |
| Employer contribution / active EE | $6,323 | $2,953+114.1% | $4,341+45.7% | $2,755+129.5% |
| Participant deferral / active EE | $10,663 | $4,477+138.1% | $6,031+76.8% | $4,296+148.2% |
| Admin fee / account holder | $22,497 | $8,227+173.4% | $12,690+77.3% | $6,918+225.2% |