Filed October 29, 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 | $105,212 | $83,477+26.0% | $125,175-15.9% | $72,985+44.2% |
| Participation rate | 71.6% | 73.3%-1.7pp | 79.8%-8.2pp | 69.5%+2.1pp |
| Annual return | 23.31% | 25.78%-2.5pp | 43.79%-20.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,099 | $2,345-10.5% | $3,865-45.7% | $2,440-14.0% |
| Participant deferral / active EE | $4,161 | $3,585+16.1% | $4,937-15.7% | $3,607+15.3% |
| Admin fee / account holder | $638 | $5,517-88.4% | $9,702-93.4% | $5,124-87.5% |