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 | $80,378 | $72,492+10.9% | $87,100-7.7% | $72,985+10.1% |
| Participation rate | 88.3% | 72.8%+15.5pp | 76.9%+11.5pp | 69.5%+18.8pp |
| Annual return | 16.72% | 24.46%-7.7pp | 28.19%-11.5pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,702 | $1,894-10.1% | $2,521-32.5% | $2,440-30.3% |
| Participant deferral / active EE | $3,984 | $3,270+21.8% | $4,049-1.6% | $3,607+10.4% |
| Admin fee / account holder | $21,971 | $5,055+334.7% | $7,497+193.1% | $5,124+328.8% |