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 | $135,028 | $91,019+48.4% | $392,568-65.6% | $72,985+85.0% |
| Participation rate | 93.1% | 74.4%+18.7pp | 78.1%+15.0pp | 69.5%+23.6pp |
| Annual return | 25.00% | 20.00%+5.0pp | 24.42%+0.6pp | 81.00%-56.0pp |
| Employer contribution / active EE | $3,082 | $2,751+12.0% | $3,783-18.5% | $2,440+26.3% |
| Participant deferral / active EE | $5,539 | $4,570+21.2% | $5,985-7.5% | $3,607+53.5% |
| Admin fee / account holder | $1,921 | $4,895-60.7% | $6,260-69.3% | $5,124-62.5% |