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 | $136,969 | $102,317+33.9% | $146,958-6.8% | $80,856+69.4% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 15.69% | 134.76%-119.1pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,396 | $3,713+18.4% | $4,933-10.9% | $2,755+59.6% |
| Participant deferral / active EE | $8,916 | $6,644+34.2% | $8,070+10.5% | $4,296+107.6% |
| Admin fee / account holder | $6,288 | $7,941-20.8% | $12,998-51.6% | $6,918-9.1% |