Filed April 9, 1997 (most recent of 2 filings on file)
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 | $141,980 | $108,825+30.5% | $156,181-9.1% | $82,448+72.2% |
| Participation rate | 92.9% | 72.4%+20.5pp | 78.8%+14.0pp | 68.1%+24.8pp |
| Annual return | 10.61% | 20.59%-10.0pp | 64.87%-54.3pp | 41.64%-31.0pp |
| Employer contribution / active EE | $6,476 | $2,870+125.7% | $4,294+50.8% | $2,551+153.9% |
| Participant deferral / active EE | $7,985 | $4,577+74.4% | $6,132+30.2% | $4,139+92.9% |
| Admin fee / account holder | $6,348 | $9,341-32.0% | $14,586-56.5% | $7,234-12.3% |