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 | $142,875 | $91,538+56.1% | $129,995+9.9% | $75,163+90.1% |
| Participation rate | 96.0% | 71.4%+24.6pp | 78.5%+17.5pp | 67.2%+28.8pp |
| Annual return | 13.94% | -631.11%+645.1pp | -137.18%+151.1pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,524 | $2,845-11.3% | $4,320-41.6% | $2,670-5.4% |
| Participant deferral / active EE | $4,078 | $4,341-6.1% | $5,820-29.9% | $4,125-1.1% |
| Admin fee / account holder | $54,575 | $6,790+703.7% | $10,614+414.2% | $5,651+865.8% |