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 | $159,820 | $123,793+29.1% | $177,821-10.1% | $79,858+100.1% |
| Participation rate | 93.5% | 84.7%+8.9pp | 87.7%+5.8pp | 69.6%+23.9pp |
| Annual return | 18.81% | 22.82%-4.0pp | 48.32%-29.5pp | 31.71%-12.9pp |
| Employer contribution / active EE | $3,373 | $4,095-17.6% | $5,918-43.0% | $2,471+36.5% |
| Participant deferral / active EE | $4,866 | $5,956-18.3% | $7,714-36.9% | $3,740+30.1% |
| Admin fee / account holder | $1,311 | $7,243-81.9% | $12,427-89.4% | $5,306-75.3% |