Filed February 5, 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 | $43,688 | $72,404-39.7% | $110,238-60.4% | $64,186-31.9% |
| Participation rate | 82.9% | 73.3%+9.6pp | 79.8%+3.1pp | 69.6%+13.4pp |
| Annual return | -5.13% | -6.29%+1.2pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,154 | $2,282-49.4% | $3,826-69.9% | $2,381-51.5% |
| Participant deferral / active EE | $2,394 | $3,469-31.0% | $4,672-48.8% | $3,470-31.0% |
| Admin fee / account holder | $8,037 | $5,664+41.9% | $8,547-6.0% | $4,888+64.4% |