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 | $144,889 | $155,788-7.0% | $124,672+16.2% | $167,490-13.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.73% | 17.97%-5.2pp | 5142.93%-5130.2pp | 478.56%-465.8pp |
| Employer contribution / active EE | $6,561 | $4,163+57.6% | $3,324+97.4% | $4,837+35.6% |
| Participant deferral / active EE | $3,811 | $5,673-32.8% | $4,614-17.4% | $6,341-39.9% |
| Admin fee / account holder | $5,254 | $9,531-44.9% | $7,493-29.9% | $12,309-57.3% |