Filed August 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 | $140,515 | $76,367+84.0% | $93,606+50.1% | $72,985+92.5% |
| Participation rate | 92.9% | 71.7%+21.1pp | 75.8%+17.0pp | 69.5%+23.4pp |
| Annual return | 20.33% | 25.82%-5.5pp | 32.76%-12.4pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,510 | $2,275-33.6% | $2,718-44.4% | $2,440-38.1% |
| Participant deferral / active EE | $3,621 | $3,538+2.3% | $4,069-11.0% | $3,607+0.4% |
| Admin fee / account holder | $4,230 | $6,838-38.1% | $7,888-46.4% | $5,124-17.5% |