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 | $235,803 | $87,733+168.8% | $106,548+121.3% | $85,850+174.7% |
| Participation rate | 98.2% | 71.9%+26.3pp | 76.1%+22.1pp | 69.3%+28.9pp |
| Annual return | 14.63% | 21.86%-7.2pp | 26.80%-12.2pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,656 | $2,073+28.1% | $2,819-5.8% | $2,565+3.5% |
| Participant deferral / active EE | $6,632 | $3,469+91.2% | $4,398+50.8% | $3,952+67.8% |
| Admin fee / account holder | $9,862 | $6,767+45.7% | $7,407+33.1% | $6,260+57.5% |