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 | $147,926 | $86,286+71.4% | $111,297+32.9% | $85,850+72.3% |
| Participation rate | 93.8% | 73.3%+20.5pp | 77.3%+16.5pp | 69.3%+24.5pp |
| Annual return | 15.57% | 19.99%-4.4pp | 54.65%-39.1pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,445 | $2,043+19.7% | $2,731-10.5% | $2,565-4.7% |
| Participant deferral / active EE | $7,416 | $3,641+103.7% | $4,487+65.3% | $3,952+87.7% |
| Admin fee / account holder | $13,626 | $8,188+66.4% | $7,964+71.1% | $6,260+117.7% |