Filed October 13, 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 | $138,112 | $64,307+114.8% | $57,343+140.9% | $125,391+10.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.52% | 25.12%-26.6pp | 24.39%-25.9pp | 282.22%-283.7pp |
| Employer contribution / active EE | $14,515 | $3,193+354.6% | $2,689+439.9% | $4,866+198.3% |
| Participant deferral / active EE | $2,505 | $3,848-34.9% | $3,162-20.8% | $5,352-53.2% |
| Admin fee / account holder | $4,500 | $5,242-14.2% | $3,356+34.1% | $9,540-52.8% |