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 | $102,465 | $142,405-28.0% | $115,157-11.0% | $152,861-33.0% |
| Participation rate | 89.5% | 82.4%+7.1pp | 75.9%+13.6pp | 82.4%+7.0pp |
| Annual return | 16.68% | 41.48%-24.8pp | 35.60%-18.9pp | 345.32%-328.6pp |
| Employer contribution / active EE | $5,997 | $4,010+49.6% | $3,179+88.7% | $4,762+25.9% |
| Participant deferral / active EE | $3,960 | $5,164-23.3% | $4,168-5.0% | $5,850-32.3% |
| Admin fee / account holder | $76,288 | $8,462+801.5% | $7,088+976.3% | $11,596+557.9% |