Filed September 16, 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 | $96,902 | $146,267-33.8% | $197,124-50.8% | $82,448+17.5% |
| Participation rate | 92.7% | 84.0%+8.7pp | 86.7%+6.0pp | 68.1%+24.6pp |
| Annual return | 17.12% | 29.61%-12.5pp | 44.34%-27.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,218 | $4,723-31.9% | $6,227-48.3% | $2,551+26.1% |
| Participant deferral / active EE | $6,287 | $7,035-10.6% | $9,135-31.2% | $4,139+51.9% |
| Admin fee / account holder | $4,580 | $14,422-68.2% | $16,298-71.9% | $7,234-36.7% |