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 | $207,621 | $79,944+159.7% | $98,439+110.9% | $75,163+176.2% |
| Participation rate | 98.2% | 70.4%+27.8pp | 75.2%+23.1pp | 67.2%+31.0pp |
| Annual return | 23.14% | 19.75%+3.4pp | 21.16%+2.0pp | 160.62%-137.5pp |
| Employer contribution / active EE | $2,368 | $2,264+4.6% | $3,048-22.3% | $2,670-11.3% |
| Participant deferral / active EE | $8,338 | $3,752+122.2% | $4,738+76.0% | $4,125+102.1% |
| Admin fee / account holder | $18,221 | $6,840+166.4% | $8,948+103.6% | $5,651+222.4% |