Filed March 18, 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.
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 | $144,619 | $148,978-2.9% | $200,582-27.9% | $84,808+70.5% |
| Participation rate | 97.6% | 84.2%+13.4pp | 86.9%+10.7pp | 68.3%+29.3pp |
| Annual return | 12.65% | 28.16%-15.5pp | 42.33%-29.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $9,401 | $4,815+95.2% | $6,419+46.5% | $2,631+257.3% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $17,476 | $13,977+25.0% | $16,305+7.2% | $7,344+138.0% |