Filed December 3, 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 | $67,250 | $65,703+2.4% | $94,224-28.6% | $59,632+12.8% |
| Participation rate | 90.3% | 72.1%+18.2pp | 78.8%+11.6pp | 68.7%+21.7pp |
| Annual return | -1.50% | 5.22%-6.7pp | 10.68%-12.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $4,356 | $2,021+115.6% | $3,587+21.5% | $2,203+97.8% |
| Participant deferral / active EE | $2,471 | $3,143-21.4% | $4,320-42.8% | $3,192-22.6% |
| Admin fee / account holder | $6,040 | $4,264+41.6% | $6,269-3.7% | $4,297+40.6% |