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 | $169,520 | $79,944+112.0% | $98,439+72.2% | $75,163+125.5% |
| Participation rate | 76.6% | 70.4%+6.2pp | 75.2%+1.4pp | 67.2%+9.4pp |
| Annual return | 14.26% | 19.75%-5.5pp | 21.16%-6.9pp | 160.62%-146.4pp |
| Employer contribution / active EE | $3,530 | $2,264+55.9% | $3,048+15.8% | $2,670+32.2% |
| Participant deferral / active EE | $5,517 | $3,752+47.1% | $4,738+16.5% | $4,125+33.7% |
| Admin fee / account holder | $13,024 | $6,840+90.4% | $8,948+45.6% | $5,651+130.5% |