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 | $133,034 | $129,942+2.4% | $104,294+27.6% | $134,475-1.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.74% | 42.03%-56.8pp | 24.61%-39.4pp | 417.96%-432.7pp |
| Employer contribution / active EE | $7,222 | $4,184+72.6% | $3,372+114.2% | $4,740+52.4% |
| Participant deferral / active EE | $4,156 | $5,588-25.6% | $4,625-10.1% | $6,400-35.1% |
| Admin fee / account holder | $983 | $9,323-89.5% | $7,339-86.6% | $11,426-91.4% |