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 | $53,877 | $91,552-41.2% | $133,956-59.8% | $79,858-32.5% |
| Participation rate | 87.8% | 73.3%+14.4pp | 79.8%+7.9pp | 69.6%+18.1pp |
| Annual return | 15.59% | 61.85%-46.3pp | 45.09%-29.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,929 | $2,384-19.1% | $3,919-50.8% | $2,471-21.9% |
| Participant deferral / active EE | $2,746 | $3,733-26.5% | $5,048-45.6% | $3,740-26.6% |
| Admin fee / account holder | $5,300 | $6,321-16.1% | $8,927-40.6% | $5,306-0.1% |