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 | $138,638 | $93,571+48.2% | $135,903+2.0% | $75,163+84.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 24.95% | 30.90%-5.9pp | 68.23%-43.3pp | 160.62%-135.7pp |
| Employer contribution / active EE | $4,766 | $3,537+34.7% | $4,856-1.9% | $2,670+78.5% |
| Participant deferral / active EE | $9,397 | $6,404+46.7% | $7,758+21.1% | $4,125+127.8% |
| Admin fee / account holder | $1,367 | $6,975-80.4% | $10,762-87.3% | $5,651-75.8% |