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 | $49,776 | $83,477-40.4% | $125,175-60.2% | $72,985-31.8% |
| Participation rate | 87.0% | 73.3%+13.7pp | 79.8%+7.3pp | 69.5%+17.6pp |
| Annual return | 19.00% | 25.78%-6.8pp | 43.79%-24.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $630 | $2,345-73.1% | $3,865-83.7% | $2,440-74.2% |
| Participant deferral / active EE | $2,076 | $3,585-42.1% | $4,937-57.9% | $3,607-42.4% |
| Admin fee / account holder | $23,928 | $5,517+333.7% | $9,702+146.6% | $5,124+367.0% |