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 | $34,181 | $94,529-63.8% | $140,016-75.6% | $64,186-46.7% |
| Participation rate | 95.7% | 84.1%+11.6pp | 87.5%+8.2pp | 69.6%+26.1pp |
| Annual return | 6.12% | 7.77%-1.7pp | 651.12%-645.0pp | 7.63%-1.5pp |
| Employer contribution / active EE | $969 | $3,812-74.6% | $5,606-82.7% | $2,381-59.3% |
| Participant deferral / active EE | $2,091 | $5,250-60.2% | $6,927-69.8% | $3,470-39.7% |
| Admin fee / account holder | $11,502 | $6,741+70.6% | $10,705+7.4% | $4,888+135.3% |