Filed April 2, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $47,724 | $112,729-57.7% | $98,716-51.7% | $137,256-65.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.25% | 38.48%-28.2pp | 31.81%-21.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $4,786 | $2,725+75.6% | $2,279+110.1% | $4,156+15.2% |
| Participant deferral / active EE | $4,593 | $4,640-1.0% | $4,048+13.5% | $6,407-28.3% |
| Admin fee / account holder | $18,343 | $10,129+81.1% | $8,703+110.8% | $12,270+49.5% |