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 | $152,257 | $109,359+39.2% | $162,163-6.1% | $72,985+108.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.02% | 25.46%-3.4pp | 115.59%-93.6pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,447 | $3,907-11.8% | $5,614-38.6% | $2,440+41.3% |
| Participant deferral / active EE | $4,846 | $5,481-11.6% | $7,298-33.6% | $3,607+34.3% |
| Admin fee / account holder | $4,209 | $7,972-47.2% | $10,843-61.2% | $5,124-17.9% |