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 | $79,741 | $60,349+32.1% | $74,183+7.5% | $62,891+26.8% |
| Participation rate | 93.1% | 72.7%+20.4pp | 76.6%+16.5pp | 69.3%+23.8pp |
| Annual return | 5.03% | 21.37%-16.3pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,880 | $1,680+11.9% | $2,370-20.7% | $2,281-17.6% |
| Participant deferral / active EE | $4,809 | $2,856+68.4% | $3,550+35.5% | $3,203+50.2% |
| Admin fee / account holder | $15,456 | $4,261+262.7% | $5,586+176.7% | $4,296+259.8% |