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 | $130,301 | $149,734-13.0% | $118,925+9.6% | $158,922-18.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 75.4%+14.6pp | 82.0%+8.0pp |
| Annual return | 18.03% | 19.95%-1.9pp | 35.88%-17.9pp | 302.83%-284.8pp |
| Employer contribution / active EE | $5,455 | $4,115+32.6% | $3,263+67.2% | $4,761+14.6% |
| Participant deferral / active EE | $3,472 | $5,223-33.5% | $4,265-18.6% | $5,982-42.0% |
| Admin fee / account holder | $700 | $8,603-91.9% | $6,581-89.4% | $11,246-93.8% |