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 | $16,080 | $95,416-83.1% | $185,823-91.3% | $85,850-81.3% |
| Participation rate | 98.1% | 68.8%+29.3pp | 81.7%+16.4pp | 69.3%+28.8pp |
| Annual return | 17.53% | 23.59%-6.1pp | 122.05%-104.5pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,330 | $3,314-59.9% | $5,167-74.3% | $2,565-48.1% |
| Participant deferral / active EE | $1,863 | $3,423-45.6% | $5,568-66.5% | $3,952-52.9% |
| Admin fee / account holder | $2,267 | $7,213-68.6% | $16,237-86.0% | $6,260-63.8% |