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 | $190,488 | $81,208+134.6% | $98,907+92.6% | $79,858+138.5% |
| Participation rate | 98.4% | 72.5%+25.9pp | 76.0%+22.4pp | 69.6%+28.8pp |
| Annual return | 16.18% | 60.99%-44.8pp | 196.43%-180.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,966 | $1,960+102.4% | $2,689+47.5% | $2,471+60.5% |
| Participant deferral / active EE | $5,742 | $3,265+75.9% | $4,244+35.3% | $3,740+53.5% |
| Admin fee / account holder | $15,424 | $6,013+156.5% | $6,642+132.2% | $5,306+190.7% |