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 | $14,403 | $76,000-81.0% | $154,107-90.7% | $64,186-77.6% |
| Participation rate | 93.2% | 70.4%+22.8pp | 83.0%+10.2pp | 69.6%+23.7pp |
| Annual return | 6.37% | 30.32%-23.9pp | 735.12%-728.8pp | 7.63%-1.3pp |
| Employer contribution / active EE | $933 | $3,351-72.2% | $5,298-82.4% | $2,381-60.8% |
| Participant deferral / active EE | $1,434 | $3,175-54.8% | $5,081-71.8% | $3,470-58.7% |
| Admin fee / account holder | $787 | $5,596-85.9% | $13,411-94.1% | $4,888-83.9% |