Filed October 31, 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 | $28,767 | $48,230-40.4% | $67,502-57.4% | $80,856-64.4% |
| Participation rate | 91.0% | 66.4%+24.7pp | 72.9%+18.2pp | 67.6%+23.4pp |
| Annual return | 14.85% | 18.28%-3.4pp | 3512.12%-3497.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $855 | $2,020-57.7% | $2,731-68.7% | $2,755-69.0% |
| Participant deferral / active EE | $1,537 | $2,924-47.4% | $4,000-61.6% | $4,296-64.2% |
| Admin fee / account holder | $887 | $3,681-75.9% | $3,998-77.8% | $6,918-87.2% |