Filed August 22, 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 | $145,026 | $81,208+78.6% | $98,907+46.6% | $79,858+81.6% |
| Participation rate | 95.7% | 72.5%+23.2pp | 76.0%+19.7pp | 69.6%+26.1pp |
| Annual return | 10.10% | 60.99%-50.9pp | 196.43%-186.3pp | 31.71%-21.6pp |
| Employer contribution / active EE | $3,255 | $1,960+66.1% | $2,689+21.1% | $2,471+31.8% |
| Participant deferral / active EE | $4,946 | $3,265+51.5% | $4,244+16.5% | $3,740+32.2% |
| Admin fee / account holder | $9,057 | $6,013+50.6% | $6,642+36.4% | $5,306+70.7% |