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 | $60,706 | $99,985-39.3% | $146,665-58.6% | $85,850-29.3% |
| Participation rate | 84.2% | 73.1%+11.2pp | 80.1%+4.1pp | 69.3%+14.9pp |
| Annual return | 16.60% | 18.93%-2.3pp | 22.74%-6.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,454 | $2,559-43.2% | $4,136-64.8% | $2,565-43.3% |
| Participant deferral / active EE | $3,908 | $4,006-2.4% | $5,506-29.0% | $3,952-1.1% |
| Admin fee / account holder | $3,712 | $7,702-51.8% | $10,280-63.9% | $6,260-40.7% |