Filed October 23, 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 | $35,052 | $60,349-41.9% | $74,183-52.7% | $62,891-44.3% |
| Participation rate | 94.3% | 72.7%+21.6pp | 76.6%+17.7pp | 69.3%+25.0pp |
| Annual return | 5.68% | 21.37%-15.7pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,738 | $1,680+3.4% | $2,370-26.7% | $2,281-23.8% |
| Participant deferral / active EE | $2,693 | $2,856-5.7% | $3,550-24.1% | $3,203-15.9% |
| Admin fee / account holder | $7,263 | $4,261+70.4% | $5,586+30.0% | $4,296+69.1% |