Filed November 25, 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 | $171,599 | $67,411+154.6% | $91,001+88.6% | $70,131+144.7% |
| Participation rate | 93.9% | 71.4%+22.6pp | 75.6%+18.3pp | 69.5%+24.4pp |
| Annual return | 20.30% | -40.16%+60.5pp | 4.60%+15.7pp | 73.14%-52.8pp |
| Employer contribution / active EE | $2,700 | $1,786+51.2% | $2,456+10.0% | $2,342+15.3% |
| Participant deferral / active EE | $5,847 | $2,823+107.1% | $3,547+64.8% | $3,332+75.5% |
| Admin fee / account holder | $18,044 | $4,236+325.9% | $5,417+233.1% | $4,645+288.4% |