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 | $136,188 | $92,703+46.9% | $82,719+64.6% | $134,475+1.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.09% | 944.92%-965.0pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $8,589 | $3,274+162.4% | $3,009+185.4% | $4,740+81.2% |
| Participant deferral / active EE | $13,826 | $4,802+187.9% | $4,395+214.6% | $6,400+116.0% |
| Admin fee / account holder | $18,297 | $5,983+205.8% | $5,329+243.4% | $11,426+60.1% |