Filed March 11, 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 | $123,588 | $100,754+22.7% | $86,677+42.6% | $134,475-8.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.08% | 29.04%-45.1pp | 35.91%-52.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $7,521 | $3,489+115.5% | $2,836+165.1% | $4,740+58.7% |
| Participant deferral / active EE | $16,595 | $5,338+210.9% | $4,656+256.4% | $6,400+159.3% |
| Admin fee / account holder | $37,046 | $10,926+239.1% | $7,493+394.4% | $11,426+224.2% |