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 | $111,302 | $183,963-39.5% | $162,163-31.4% | $152,861-27.2% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.4%+10.4pp |
| Annual return | 13.57% | 150.76%-137.2pp | 115.59%-102.0pp | 345.32%-331.7pp |
| Employer contribution / active EE | $1,796 | $6,371-71.8% | $5,614-68.0% | $4,762-62.3% |
| Participant deferral / active EE | $3,865 | $8,034-51.9% | $7,298-47.0% | $5,850-33.9% |
| Admin fee / account holder | $1,302 | $13,121-90.1% | $10,843-88.0% | $11,596-88.8% |