Filed January 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,127 | $86,922-27.4% | $102,438-38.4% | $80,874-21.9% |
| Participation rate | 93.8% | 72.4%+21.4pp | 76.5%+17.3pp | 67.6%+26.1pp |
| Annual return | 8.93% | 18.90%-10.0pp | 29.37%-20.4pp | 35.62%-26.7pp |
| Employer contribution / active EE | $3,070 | $2,369+29.5% | $3,024+1.5% | $2,756+11.4% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,404 | $8,050-82.6% | $9,448-85.1% | $6,935-79.8% |