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 | $122,948 | $94,529+30.1% | $140,016-12.2% | $64,186+91.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.11% | 7.77%-13.9pp | 651.12%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,718 | $3,812-2.5% | $5,606-33.7% | $2,381+56.1% |
| Participant deferral / active EE | $3,963 | $5,250-24.5% | $6,927-42.8% | $3,470+14.2% |
| Admin fee / account holder | $3,127 | $6,741-53.6% | $10,705-70.8% | $4,888-36.0% |