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 | $76,559 | $56,199+36.2% | $67,652+13.2% | $59,632+28.4% |
| Participation rate | 81.9% | 71.5%+10.5pp | 75.7%+6.3pp | 68.7%+13.3pp |
| Annual return | -0.30% | 18505.31%-18505.6pp | 6625.04%-6625.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,579 | $1,614-2.2% | $2,266-30.3% | $2,203-28.3% |
| Participant deferral / active EE | $4,070 | $2,844+43.1% | $3,560+14.3% | $3,192+27.5% |
| Admin fee / account holder | $4,259 | $3,958+7.6% | $4,821-11.6% | $4,297-0.9% |