Filed April 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,781 | $137,414+38.8% | $189,513+0.7% | $85,850+122.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 87.8%+1.1pp | 69.3%+19.6pp |
| Annual return | 11.30% | 38.14%-26.8pp | 555.15%-543.9pp | 318.53%-307.2pp |
| Employer contribution / active EE | $5,075 | $4,344+16.8% | $6,162-17.6% | $2,565+97.9% |
| Participant deferral / active EE | $2,569 | $6,260-59.0% | $8,221-68.8% | $3,952-35.0% |
| Admin fee / account holder | $5,686 | $8,630-34.1% | $12,045-52.8% | $6,260-9.2% |