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 | $225,066 | $45,073+399.3% | $69,455+224.0% | $72,985+208.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.15% | 22.65%-3.5pp | 28.97%-9.8pp | 81.00%-61.9pp |
| Employer contribution / active EE | $17,640 | $2,054+758.8% | $2,779+534.8% | $2,440+623.0% |
| Participant deferral / active EE | $4,603 | $2,602+76.9% | $3,535+30.2% | $3,607+27.6% |
| Admin fee / account holder | $6,075 | $3,056+98.8% | $3,839+58.2% | $5,124+18.5% |