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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,756 | $100,041-55.3% | $149,718-70.1% | $70,131-36.2% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.1%+9.7pp | 69.5%+27.2pp |
| Annual return | 12.74% | 27.43%-14.7pp | 1501.63%-1488.9pp | 73.14%-60.4pp |
| Employer contribution / active EE | $980 | $3,662-73.2% | $5,445-82.0% | $2,342-58.1% |
| Participant deferral / active EE | $1,879 | $4,983-62.3% | $6,569-71.4% | $3,332-43.6% |
| Admin fee / account holder | $2,724 | $8,286-67.1% | $11,283-75.9% | $4,645-41.4% |