Filed February 27, 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 | $101,468 | $63,346+60.2% | $92,233+10.0% | $70,131+44.7% |
| Participation rate | 91.1% | 68.7%+22.4pp | 76.5%+14.6pp | 69.5%+21.5pp |
| Annual return | 15.26% | 530.12%-514.9pp | 176.28%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $5,072 | $2,471+105.3% | $3,679+37.9% | $2,342+116.5% |
| Participant deferral / active EE | $6,053 | $2,854+112.1% | $3,897+55.3% | $3,332+81.7% |
| Admin fee / account holder | $15,906 | $3,840+314.2% | $5,194+206.3% | $4,645+242.4% |