Filed February 24, 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 9-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 | $137,816 | $86,286+59.7% | $111,297+23.8% | $85,850+60.5% |
| Participation rate | 94.4% | 73.3%+21.1pp | 77.3%+17.1pp | 69.3%+25.1pp |
| Annual return | 9.73% | 19.99%-10.3pp | 54.65%-44.9pp | 318.53%-308.8pp |
| Employer contribution / active EE | $4,185 | $2,043+104.8% | $2,731+53.2% | $2,565+63.2% |
| Participant deferral / active EE | $7,628 | $3,641+109.5% | $4,487+70.0% | $3,952+93.0% |
| Admin fee / account holder | $11,920 | $8,188+45.6% | $7,964+49.7% | $6,260+90.4% |