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 | $207,415 | $147,727+40.4% | $115,756+79.2% | $134,475+54.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -18.89% | 73.96%-92.9pp | 143.14%-162.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $4,913 | $4,713+4.2% | $3,793+29.5% | $4,740+3.6% |
| Participant deferral / active EE | $9,395 | $7,563+24.2% | $6,254+50.2% | $6,400+46.8% |
| Admin fee / account holder | $51,213 | $14,571+251.5% | $8,124+530.4% | $11,426+348.2% |