Filed January 15, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,200 | $67,411-71.5% | $91,001-78.9% | $70,131-72.6% |
| Participation rate | 78.0% | 71.4%+6.6pp | 75.6%+2.4pp | 69.5%+8.4pp |
| Annual return | 18.05% | -40.16%+58.2pp | 4.60%+13.4pp | 73.14%-55.1pp |
| Employer contribution / active EE | $184 | $1,786-89.7% | $2,456-92.5% | $2,342-92.1% |
| Participant deferral / active EE | $603 | $2,823-78.6% | $3,547-83.0% | $3,332-81.9% |
| Admin fee / account holder | $1,130 | $4,236-73.3% | $5,417-79.1% | $4,645-75.7% |