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 | $123,662 | $99,985+23.7% | $146,665-15.7% | $85,850+44.0% |
| Participation rate | 72.4% | 73.1%-0.6pp | 80.1%-7.6pp | 69.3%+3.1pp |
| Annual return | 14.39% | 18.93%-4.5pp | 22.74%-8.4pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,403 | $2,559-6.1% | $4,136-41.9% | $2,565-6.3% |
| Participant deferral / active EE | $4,598 | $4,006+14.8% | $5,506-16.5% | $3,952+16.4% |
| Admin fee / account holder | $14,605 | $7,702+89.6% | $10,280+42.1% | $6,260+133.3% |