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 | $70,403 | $78,705-10.5% | $117,854-40.3% | $70,131+0.4% |
| Participation rate | 93.8% | 73.2%+20.6pp | 79.7%+14.1pp | 69.5%+24.2pp |
| Annual return | 14.31% | 23.30%-9.0pp | 335.08%-320.8pp | 73.14%-58.8pp |
| Employer contribution / active EE | $6,208 | $2,223+179.2% | $3,786+64.0% | $2,342+165.0% |
| Participant deferral / active EE | $4,002 | $3,297+21.4% | $4,482-10.7% | $3,332+20.1% |
| Admin fee / account holder | $11,760 | $5,065+132.2% | $8,020+46.6% | $4,645+153.2% |