Filed December 30, 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 | $21,420 | $76,000-71.8% | $154,107-86.1% | $64,186-66.6% |
| Participation rate | 91.5% | 70.4%+21.1pp | 83.0%+8.5pp | 69.6%+22.0pp |
| Annual return | 8.38% | 30.32%-21.9pp | 735.12%-726.7pp | 7.63%+0.7pp |
| Employer contribution / active EE | $651 | $3,351-80.6% | $5,298-87.7% | $2,381-72.7% |
| Participant deferral / active EE | $2,123 | $3,175-33.1% | $5,081-58.2% | $3,470-38.8% |
| Admin fee / account holder | $1,214 | $5,596-78.3% | $13,411-90.9% | $4,888-75.2% |