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 | $146,267-1.1% | $197,124-26.6% | $82,448+75.4% |
| Participation rate | 97.6% | 84.0%+13.6pp | 86.7%+10.9pp | 68.1%+29.6pp |
| Annual return | 12.65% | 29.61%-17.0pp | 44.34%-31.7pp | 41.64%-29.0pp |
| Employer contribution / active EE | $9,401 | $4,723+99.0% | $6,227+51.0% | $2,551+268.5% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $17,476 | $14,422+21.2% | $16,298+7.2% | $7,234+141.6% |