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 | $22,466 | $167,307-86.6% | $143,757-84.4% | $134,475-83.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.30% | 0.46%-5.8pp | -0.04%-5.3pp | 417.96%-423.3pp |
| Employer contribution / active EE | $1,329 | $5,619-76.3% | $4,951-73.2% | $4,740-72.0% |
| Participant deferral / active EE | $2,716 | $6,446-57.9% | $5,637-51.8% | $6,400-57.6% |
| Admin fee / account holder | $3,145 | $18,088-82.6% | $14,673-78.6% | $11,426-72.5% |