Filed March 14, 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 | $55,309 | $132,634-58.3% | $115,768-52.2% | $137,256-59.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 19.56% | 160.70%-141.1pp | 100.46%-80.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $4,372 | $3,360+30.1% | $2,940+48.7% | $4,156+5.2% |
| Participant deferral / active EE | $9,606 | $5,619+71.0% | $4,917+95.4% | $6,407+49.9% |
| Admin fee / account holder | $11,083 | $15,028-26.3% | $12,439-10.9% | $12,270-9.7% |