Filed March 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 | $123,833 | $54,705+126.4% | $71,209+73.9% | $84,808+46.0% |
| Participation rate | 84.8% | 64.1%+20.7pp | 73.8%+11.0pp | 68.3%+16.5pp |
| Annual return | 65.34% | 35.90%+29.4pp | 282.51%-217.2pp | 40.90%+24.4pp |
| Employer contribution / active EE | $5,356 | $2,158+148.2% | $2,721+96.8% | $2,631+103.6% |
| Participant deferral / active EE | $9,512 | $3,030+213.9% | $4,175+127.8% | $4,212+125.9% |
| Admin fee / account holder | $81,630 | $4,863+1578.4% | $5,349+1426.2% | $7,344+1011.6% |