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 | $200,147 | $42,894+366.6% | $60,874+228.8% | $68,494+192.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.49% | -13.98%-0.5pp | 16.90%-31.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $19,443 | $1,978+882.9% | $2,701+619.7% | $2,596+648.9% |
| Participant deferral / active EE | $4,077 | $2,867+42.2% | $3,817+6.8% | $4,027+1.2% |
| Admin fee / account holder | $56,228 | $3,101+1713.4% | $3,224+1643.9% | $5,403+940.7% |