Filed December 26, 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 9-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 | $75,927 | $62,586+21.3% | $76,768-1.1% | $64,186+18.3% |
| Participation rate | 96.6% | 72.8%+23.8pp | 77.0%+19.7pp | 69.6%+27.1pp |
| Annual return | -3.53% | -1.95%-1.6pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,702 | $1,832-7.1% | $2,485-31.5% | $2,381-28.5% |
| Participant deferral / active EE | $5,524 | $3,145+75.6% | $3,852+43.4% | $3,470+59.2% |
| Admin fee / account holder | $6,673 | $4,667+43.0% | $6,6750% | $4,888+36.5% |