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 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 | $160,585 | $57,354+180.0% | $83,848+91.5% | $64,186+150.2% |
| Participation rate | 97.8% | 68.6%+29.2pp | 76.1%+21.6pp | 69.6%+28.2pp |
| Annual return | -5.22% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,700 | $2,545-33.2% | $3,631-53.2% | $2,381-28.6% |
| Participant deferral / active EE | $5,513 | $2,993+84.2% | $4,082+35.1% | $3,470+58.9% |
| Admin fee / account holder | $12,648 | $4,046+212.6% | $5,478+130.9% | $4,888+158.8% |