Filed March 12, 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 | $160,528 | $72,277+122.1% | $101,248+58.5% | $79,858+101.0% |
| Participation rate | 84.6% | 68.5%+16.2pp | 75.8%+8.8pp | 69.6%+15.0pp |
| Annual return | 10.14% | 22.30%-12.2pp | 46.47%-36.3pp | 31.71%-21.6pp |
| Employer contribution / active EE | $6,355 | $2,692+136.1% | $3,660+73.7% | $2,471+157.2% |
| Participant deferral / active EE | $7,963 | $3,282+142.7% | $4,370+82.2% | $3,740+112.9% |
| Admin fee / account holder | $13,873 | $4,400+215.3% | $5,945+133.3% | $5,306+161.4% |