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 | $174,921 | $76,367+129.1% | $93,606+86.9% | $72,985+139.7% |
| Participation rate | 88.5% | 71.7%+16.7pp | 75.8%+12.6pp | 69.5%+19.0pp |
| Annual return | 24.73% | 25.82%-1.1pp | 32.76%-8.0pp | 81.00%-56.3pp |
| Employer contribution / active EE | $2,300 | $2,275+1.1% | $2,718-15.4% | $2,440-5.7% |
| Participant deferral / active EE | $5,663 | $3,538+60.1% | $4,069+39.2% | $3,607+57.0% |
| Admin fee / account holder | $6,497 | $6,838-5.0% | $7,888-17.6% | $5,124+26.8% |