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 | $45,849 | $83,477-45.1% | $125,175-63.4% | $72,985-37.2% |
| Participation rate | 76.7% | 73.3%+3.4pp | 79.8%-3.0pp | 69.5%+7.3pp |
| Annual return | 20.39% | 25.78%-5.4pp | 43.79%-23.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,058 | $2,345-54.9% | $3,865-72.6% | $2,440-56.7% |
| Participant deferral / active EE | $2,998 | $3,585-16.4% | $4,937-39.3% | $3,607-16.9% |
| Admin fee / account holder | $15,304 | $5,517+177.4% | $9,702+57.7% | $5,124+198.7% |