Filed May 29, 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 | $175,133 | $135,635+29.1% | $110,238+58.9% | $135,375+29.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.40% | 513.19%-518.6pp | 314.74%-320.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,040 | $4,906-38.0% | $3,826-20.5% | $4,779-36.4% |
| Participant deferral / active EE | $4,271 | $5,506-22.4% | $4,672-8.6% | $5,609-23.9% |
| Admin fee / account holder | $19,584 | $11,457+70.9% | $8,547+129.1% | $10,827+80.9% |