Filed May 28, 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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,253 | $82,032-54.6% | $123,104-69.7% | $59,632-37.5% |
| Participation rate | 72.1% | 83.2%-11.1pp | 86.8%-14.7pp | 68.7%+3.4pp |
| Annual return | 4.56% | 5.12%-0.6pp | 13.22%-8.7pp | 2041.28%-2036.7pp |
| Employer contribution / active EE | $892 | $3,297-72.9% | $5,151-82.7% | $2,203-59.5% |
| Participant deferral / active EE | $1,754 | $4,667-62.4% | $6,230-71.8% | $3,192-45.0% |
| Admin fee / account holder | $18,329 | $5,881+211.7% | $9,015+103.3% | $4,297+326.5% |