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 | $142,946 | $165,984-13.9% | $164,813-13.3% | $145,922-2.0% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.6%+17.0pp | 80.3%+15.4pp |
| Annual return | 12.99% | 100.03%-87.0pp | 69.93%-56.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,912 | $5,273-44.8% | $4,341-32.9% | $4,660-37.5% |
| Participant deferral / active EE | $3,336 | $6,959-52.1% | $6,031-44.7% | $6,688-50.1% |
| Admin fee / account holder | $18,630 | $16,648+11.9% | $12,690+46.8% | $13,397+39.1% |