Filed April 9, 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 | $92,159 | $102,966-10.5% | $90,281+2.1% | $152,861-39.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.23% | 95.16%-77.9pp | 78.10%-60.9pp | 345.32%-328.1pp |
| Employer contribution / active EE | $11,892 | $3,139+278.9% | $2,854+316.6% | $4,762+149.7% |
| Participant deferral / active EE | $18,254 | $4,281+326.3% | $3,885+369.8% | $5,850+212.0% |
| Admin fee / account holder | $51,189 | $6,171+729.5% | $5,351+856.6% | $11,596+341.4% |