Filed November 26, 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 | $48,402 | $56,277-14.0% | $80,975-40.2% | $62,891-23.0% |
| Participation rate | 93.2% | 69.0%+24.2pp | 75.8%+17.4pp | 69.3%+23.9pp |
| Annual return | 8.94% | 22.12%-13.2pp | 17.10%-8.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,459 | $1,943-24.9% | $3,714-60.7% | $2,281-36.0% |
| Participant deferral / active EE | $4,238 | $4,195+1.0% | $5,696-25.6% | $3,203+32.3% |
| Admin fee / account holder | $3,712 | $3,741-0.8% | $5,516-32.7% | $4,296-13.6% |