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 | $241,449 | $94,625+155.2% | $116,228+107.7% | $84,808+184.7% |
| Participation rate | 98.0% | 70.4%+27.6pp | 74.6%+23.5pp | 68.3%+29.7pp |
| Annual return | 14.54% | 20.40%-5.9pp | 90.06%-75.5pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,745 | $2,347+17.0% | $2,994-8.3% | $2,631+4.3% |
| Participant deferral / active EE | $8,412 | $3,972+111.8% | $4,953+69.8% | $4,212+99.7% |
| Admin fee / account holder | $67,948 | $10,091+573.3% | $11,989+466.7% | $7,344+825.2% |