Filed August 11, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,868 | $183,963-43.0% | $162,163-35.3% | $152,861-31.4% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 9.35% | 150.76%-141.4pp | 115.59%-106.2pp | 345.32%-336.0pp |
| Employer contribution / active EE | $1,614 | $6,371-74.7% | $5,614-71.3% | $4,762-66.1% |
| Participant deferral / active EE | $1,942 | $8,034-75.8% | $7,298-73.4% | $5,850-66.8% |
| Admin fee / account holder | $1,070 | $13,121-91.8% | $10,843-90.1% | $11,596-90.8% |