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 | $65,323 | $71,883-9.1% | $86,677-24.6% | $68,494-4.6% |
| Participation rate | 90.2% | 72.2%+17.9pp | 76.6%+13.6pp | 67.9%+22.3pp |
| Annual return | -15.49% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,342 | $2,173+7.8% | $2,836-17.4% | $2,596-9.8% |
| Participant deferral / active EE | $5,324 | $3,779+40.9% | $4,656+14.4% | $4,027+32.2% |
| Admin fee / account holder | $2,432 | $6,112-60.2% | $7,493-67.5% | $5,403-55.0% |