Filed October 6, 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 | $101,407 | $160,055-36.6% | $140,016-27.6% | $135,375-25.1% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.5%+4.8pp | 82.6%+9.7pp |
| Annual return | -4.35% | 911.38%-915.7pp | 651.12%-655.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,657 | $6,420-74.2% | $5,606-70.4% | $4,779-65.3% |
| Participant deferral / active EE | $3,724 | $7,642-51.3% | $6,927-46.2% | $5,609-33.6% |
| Admin fee / account holder | $809 | $13,328-93.9% | $10,705-92.4% | $10,827-92.5% |