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 | $76,253 | $62,586+21.8% | $76,768-0.7% | $64,186+18.8% |
| Participation rate | 91.8% | 72.8%+19.0pp | 77.0%+14.8pp | 69.6%+22.2pp |
| Annual return | -5.17% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,762 | $1,832-3.8% | $2,485-29.1% | $2,381-26.0% |
| Participant deferral / active EE | $3,991 | $3,145+26.9% | $3,852+3.6% | $3,470+15.0% |
| Admin fee / account holder | $8,654 | $4,667+85.4% | $6,675+29.7% | $4,888+77.0% |