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 | $170,479 | $90,503+88.4% | $78,689+116.6% | $273,961-37.8% |
| Participation rate | 95.8% | 76.5%+19.3pp | 73.6%+22.3pp | 83.0%+12.8pp |
| Annual return | 4.48% | 75.60%-71.1pp | 62.18%-57.7pp | 41.45%-37.0pp |
| Employer contribution / active EE | $3,565 | $3,176+12.3% | $2,851+25.1% | $4,869-26.8% |
| Participant deferral / active EE | $8,600 | $3,901+120.5% | $3,517+144.6% | $5,287+62.7% |
| Admin fee / account holder | $8,788 | $5,263+67.0% | $4,510+94.8% | $10,132-13.3% |