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 | $123,271 | $91,552+34.6% | $133,956-8.0% | $79,858+54.4% |
| Participation rate | 74.2% | 73.3%+0.9pp | 79.8%-5.6pp | 69.6%+4.6pp |
| Annual return | 14.87% | 61.85%-47.0pp | 45.09%-30.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,081 | $2,384-12.7% | $3,919-46.9% | $2,471-15.8% |
| Participant deferral / active EE | $4,013 | $3,733+7.5% | $5,048-20.5% | $3,740+7.3% |
| Admin fee / account holder | $4,324 | $6,321-31.6% | $8,927-51.6% | $5,306-18.5% |