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 | $19,230 | $81,248-76.3% | $155,509-87.6% | $80,856-76.2% |
| Participation rate | 92.5% | 66.2%+26.2pp | 78.2%+14.3pp | 67.6%+24.8pp |
| Annual return | 11.89% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,285 | $3,100-58.6% | $4,672-72.5% | $2,755-53.4% |
| Participant deferral / active EE | $2,605 | $3,452-24.5% | $5,626-53.7% | $4,296-39.4% |
| Admin fee / account holder | $1,649 | $7,997-79.4% | $15,912-89.6% | $6,918-76.2% |