Filed July 2, 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 | $124,570 | $82,664+50.7% | $125,339-0.6% | $68,494+81.9% |
| Participation rate | 98.1% | 75.0%+23.0pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -13.98% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $4,265 | $3,381+26.1% | $4,814-11.4% | $2,596+64.3% |
| Participant deferral / active EE | $9,977 | $6,110+63.3% | $7,446+34.0% | $4,027+147.7% |
| Admin fee / account holder | $1,614 | $6,275-74.3% | $10,010-83.9% | $5,403-70.1% |