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 | $171,503 | $73,004+134.9% | $90,749+89.0% | $68,494+150.4% |
| Participation rate | 96.6% | 70.8%+25.7pp | 75.7%+20.9pp | 67.9%+28.7pp |
| Annual return | -15.99% | -13.81%-2.2pp | -12.16%-3.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,677 | $2,193+22.1% | $2,921-8.4% | $2,596+3.1% |
| Participant deferral / active EE | $7,299 | $3,627+101.3% | $4,564+59.9% | $4,027+81.2% |
| Admin fee / account holder | $24,704 | $5,896+319.0% | $8,445+192.5% | $5,403+357.2% |