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 | $136,465 | $125,758+8.5% | $169,993-19.7% | $75,163+81.6% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.6pp | 67.2%+29.4pp |
| Annual return | 26.70% | 27.20%-0.5pp | 53.37%-26.7pp | 160.62%-133.9pp |
| Employer contribution / active EE | $4,823 | $4,615+4.5% | $6,785-28.9% | $2,670+80.7% |
| Participant deferral / active EE | $6,084 | $6,837-11.0% | $10,408-41.5% | $4,125+47.5% |
| Admin fee / account holder | $24,027 | $8,173+194.0% | $12,815+87.5% | $5,651+325.2% |