Filed February 3, 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 | $123,980 | $65,041+90.6% | $90,951+36.3% | $79,858+55.3% |
| Participation rate | 70.0% | 61.6%+8.4pp | 69.0%+1.0pp | 69.6%+0.4pp |
| Annual return | 8.91% | 30.45%-21.5pp | 134.60%-125.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,458 | $1,247+16.9% | $2,122-31.3% | $2,471-41.0% |
| Participant deferral / active EE | $3,807 | $2,512+51.6% | $3,373+12.9% | $3,740+1.8% |
| Admin fee / account holder | $2,251 | $4,536-50.4% | $5,959-62.2% | $5,306-57.6% |