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 | $201,494 | $43,327+365.1% | $59,878+236.5% | $64,186+213.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -0.86% | -1.55%+0.7pp | 3.46%-4.3pp | 7.63%-8.5pp |
| Employer contribution / active EE | $16,777 | $2,028+727.1% | $2,722+516.4% | $2,381+604.7% |
| Participant deferral / active EE | $3,812 | $2,546+49.7% | $3,402+12.0% | $3,470+9.9% |
| Admin fee / account holder | $5,700 | $3,005+89.7% | $3,590+58.8% | $4,888+16.6% |