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 | $63,619 | $64,348-1.1% | $90,160-29.4% | $70,131-9.3% |
| Participation rate | 90.7% | 70.4%+20.3pp | 76.9%+13.8pp | 69.5%+21.2pp |
| Annual return | 17.87% | 28.13%-10.3pp | 34.88%-17.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,335 | $2,046-34.7% | $3,318-59.8% | $2,342-43.0% |
| Participant deferral / active EE | $4,178 | $4,389-4.8% | $5,288-21.0% | $3,332+25.4% |
| Admin fee / account holder | $3,348 | $3,944-15.1% | $5,943-43.7% | $4,645-27.9% |