Filed October 22, 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 | $195,212 | $77,634+151.5% | $156,549+24.7% | $62,891+210.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.16% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,259 | $3,444+23.7% | $5,501-22.6% | $2,281+86.7% |
| Participant deferral / active EE | $3,746 | $3,045+23.0% | $4,871-23.1% | $3,203+17.0% |
| Admin fee / account holder | $2,685 | $5,561-51.7% | $13,027-79.4% | $4,296-37.5% |