Filed October 1, 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 | $102,886 | $76,401+34.7% | $106,387-3.3% | $64,186+60.3% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.5%+15.9pp | 69.6%+23.8pp |
| Annual return | -2.25% | -2.19%-0.1pp | 0.25%-2.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $2,679 | $2,680-0.1% | $3,520-23.9% | $2,381+12.5% |
| Participant deferral / active EE | $4,794 | $4,274+12.2% | $5,421-11.6% | $3,470+38.2% |
| Admin fee / account holder | $14,703 | $4,610+218.9% | $7,510+95.8% | $4,888+200.8% |