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 | $63,051 | $58,577+7.6% | $83,333-24.3% | $64,186-1.8% |
| Participation rate | 93.2% | 72.0%+21.1pp | 77.8%+15.4pp | 69.6%+23.6pp |
| Annual return | -4.48% | 9.65%-14.1pp | 10.63%-15.1pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,455 | $2,098-30.7% | $3,379-56.9% | $2,381-38.9% |
| Participant deferral / active EE | $4,146 | $4,654-10.9% | $5,565-25.5% | $3,470+19.5% |
| Admin fee / account holder | $2,966 | $9,275-68.0% | $7,510-60.5% | $4,888-39.3% |