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 | $65,704 | $45,863+43.3% | $77,024-14.7% | $68,494-4.1% |
| Participation rate | 97.5% | 55.9%+41.6pp | 67.9%+29.6pp | 67.9%+29.6pp |
| Annual return | -13.19% | 1.72%-14.9pp | 42.32%-55.5pp | -7.84%-5.3pp |
| Employer contribution / active EE | $5,835 | $1,650+253.7% | $2,812+107.5% | $2,596+124.7% |
| Participant deferral / active EE | $6,682 | $2,962+125.6% | $4,426+51.0% | $4,027+65.9% |
| Admin fee / account holder | $29,194 | $3,041+860.1% | $5,425+438.1% | $5,403+440.4% |