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 | $40,205 | $87,841-54.2% | $133,980-70.0% | $62,891-36.1% |
| Participation rate | 81.2% | 83.4%-2.2pp | 87.1%-5.9pp | 69.3%+11.9pp |
| Annual return | 8.72% | 12.05%-3.3pp | 29.30%-20.6pp | 20.14%-11.4pp |
| Employer contribution / active EE | $860 | $3,483-75.3% | $5,211-83.5% | $2,281-62.3% |
| Participant deferral / active EE | $1,557 | $4,812-67.7% | $6,282-75.2% | $3,203-51.4% |
| Admin fee / account holder | $1,064 | $5,371-80.2% | $9,324-88.6% | $4,296-75.2% |