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 | $153,705 | $109,881+39.9% | $150,045+2.4% | $84,808+81.2% |
| Participation rate | 98.5% | 76.1%+22.4pp | 82.3%+16.1pp | 68.3%+30.2pp |
| Annual return | 17.21% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,059 | $3,561+42.1% | $4,693+7.8% | $2,631+92.3% |
| Participant deferral / active EE | $10,667 | $6,636+60.7% | $7,997+33.4% | $4,212+153.3% |
| Admin fee / account holder | $4,153 | $8,568-51.5% | $13,435-69.1% | $7,344-43.5% |