Filed May 8, 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 | $71,064 | $42,383+67.7% | $76,523-7.1% | $64,186+10.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -4.36% | -16.54%+12.2pp | -0.27%-4.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $5,684 | $1,563+263.6% | $2,647+114.7% | $2,381+138.7% |
| Participant deferral / active EE | $5,531 | $2,566+115.5% | $3,835+44.2% | $3,470+59.4% |
| Admin fee / account holder | $12,384 | $3,198+287.3% | $4,848+155.4% | $4,888+153.4% |