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 | $196,641 | $94,625+107.8% | $116,228+69.2% | $84,808+131.9% |
| Participation rate | 94.6% | 70.4%+24.1pp | 74.6%+20.0pp | 68.3%+26.3pp |
| Annual return | 12.01% | 20.40%-8.4pp | 90.06%-78.0pp | 40.90%-28.9pp |
| Employer contribution / active EE | $4,587 | $2,347+95.5% | $2,994+53.2% | $2,631+74.3% |
| Participant deferral / active EE | $6,639 | $3,972+67.1% | $4,953+34.0% | $4,212+57.6% |
| Admin fee / account holder | $31,786 | $10,091+215.0% | $11,989+165.1% | $7,344+332.8% |