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 | $80,503 | $101,724-20.9% | $164,813-51.2% | $80,856-0.4% |
| Participation rate | 80.5% | 71.8%+8.7pp | 78.6%+1.9pp | 67.6%+12.8pp |
| Annual return | 15.06% | 16.72%-1.7pp | 69.93%-54.9pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,940 | $2,953-34.3% | $4,341-55.3% | $2,755-29.6% |
| Participant deferral / active EE | $2,816 | $4,477-37.1% | $6,031-53.3% | $4,296-34.5% |
| Admin fee / account holder | $3,475 | $8,227-57.8% | $12,690-72.6% | $6,918-49.8% |