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 | $167,460 | $65,365+156.2% | $92,893+80.3% | $72,985+129.4% |
| Participation rate | 88.0% | 68.3%+19.7pp | 76.0%+12.0pp | 69.5%+18.5pp |
| Annual return | 21.34% | 42.10%-20.8pp | 109.41%-88.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $6,209 | $2,594+139.3% | $3,653+70.0% | $2,440+154.5% |
| Participant deferral / active EE | $7,574 | $3,128+142.1% | $4,236+78.8% | $3,607+109.9% |
| Admin fee / account holder | $3,148 | $4,251-25.9% | $5,794-45.7% | $5,124-38.6% |