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 | $102,372 | $52,279+95.8% | $89,391+14.5% | $79,858+28.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 15.35% | 22.16%-6.8pp | 245.62%-230.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $6,240 | $1,572+297.1% | $2,586+141.4% | $2,471+152.6% |
| Participant deferral / active EE | $6,166 | $2,740+125.0% | $3,890+58.5% | $3,740+64.9% |
| Admin fee / account holder | $4,442 | $3,356+32.3% | $4,881-9.0% | $5,306-16.3% |