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 | $214,635 | $46,553+361.1% | $64,056+235.1% | $75,163+185.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.68% | 26.03%-14.4pp | 33.69%-22.0pp | 160.62%-148.9pp |
| Employer contribution / active EE | $19,476 | $1,974+886.7% | $2,747+609.1% | $2,670+629.5% |
| Participant deferral / active EE | $4,182 | $2,837+47.4% | $3,880+7.8% | $4,125+1.4% |
| Admin fee / account holder | $14,898 | $2,952+404.7% | $3,068+385.6% | $5,651+163.6% |