Filed October 29, 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 | $74,973 | $67,606+10.9% | $82,313-8.9% | $70,131+6.9% |
| Participation rate | 88.1% | 72.8%+15.4pp | 76.9%+11.2pp | 69.5%+18.6pp |
| Annual return | 11.87% | 21.57%-9.7pp | 25.88%-14.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $6,879 | $1,755+292.0% | $2,428+183.3% | $2,342+193.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,077 | $4,512-31.8% | $5,608-45.1% | $4,645-33.8% |