Filed July 29, 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 9-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 | $141,286 | $91,552+54.3% | $133,956+5.5% | $79,858+76.9% |
| Participation rate | 76.4% | 73.3%+3.0pp | 79.8%-3.5pp | 69.6%+6.7pp |
| Annual return | 16.26% | 61.85%-45.6pp | 45.09%-28.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $735 | $2,384-69.2% | $3,919-81.2% | $2,471-70.3% |
| Participant deferral / active EE | $4,958 | $3,733+32.8% | $5,048-1.8% | $3,740+32.6% |
| Admin fee / account holder | $1,060 | $6,321-83.2% | $8,927-88.1% | $5,306-80.0% |