Filed March 1, 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 | $92,502 | $106,115-12.8% | $85,969+7.6% | $125,391-26.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.79% | 13.93%-15.7pp | 9.32%-11.1pp | 282.22%-284.0pp |
| Employer contribution / active EE | $6,116 | $4,537+34.8% | $3,474+76.0% | $4,866+25.7% |
| Participant deferral / active EE | $3,384 | $4,859-30.4% | $3,829-11.6% | $5,352-36.8% |
| Admin fee / account holder | $11,188 | $8,144+37.4% | $6,053+84.8% | $9,540+17.3% |