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 | $219,935 | $101,883+115.9% | $453,369-51.5% | $85,850+156.2% |
| Participation rate | 93.1% | 72.3%+20.8pp | 78.0%+15.1pp | 69.3%+23.8pp |
| Annual return | 15.79% | 25.38%-9.6pp | 64.40%-48.6pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,392 | $2,847+19.1% | $4,070-16.7% | $2,565+32.3% |
| Participant deferral / active EE | $6,002 | $4,782+25.5% | $6,209-3.3% | $3,952+51.9% |
| Admin fee / account holder | $1,776 | $5,706-68.9% | $11,209-84.2% | $6,260-71.6% |