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 | $131,514 | $78,422+67.7% | $95,952+37.1% | $79,858+64.7% |
| Participation rate | 95.5% | 73.5%+22.0pp | 77.1%+18.4pp | 69.6%+25.9pp |
| Annual return | 14.21% | 19.37%-5.2pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,993 | $1,945+2.5% | $2,541-21.5% | $2,471-19.3% |
| Participant deferral / active EE | $6,596 | $3,440+91.7% | $4,167+58.3% | $3,740+76.3% |
| Admin fee / account holder | $7,716 | $5,622+37.2% | $6,795+13.5% | $5,306+45.4% |