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 | $154,865 | $61,660+151.2% | $80,019+93.5% | $64,186+141.3% |
| Participation rate | 96.8% | 71.7%+25.1pp | 75.8%+21.0pp | 69.6%+27.3pp |
| Annual return | -5.88% | -0.33%-5.6pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,650 | $1,810+46.3% | $2,468+7.4% | $2,381+11.3% |
| Participant deferral / active EE | $6,427 | $2,968+116.6% | $3,686+74.4% | $3,470+85.2% |
| Admin fee / account holder | $8,095 | $5,417+49.4% | $6,521+24.1% | $4,888+65.6% |