Filed October 10, 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 | $193,610 | $270,399-28.4% | $209,409-7.5% | $357,791-45.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 13.31% | 194.89%-181.6pp | 159.49%-146.2pp | 396.79%-383.5pp |
| Employer contribution / active EE | $5,839 | $6,982-16.4% | $5,035+16.0% | $7,508-22.2% |
| Participant deferral / active EE | $93 | $4,606-98.0% | $4,230-97.8% | $5,521-98.3% |
| Admin fee / account holder | $576 | $18,969-97.0% | $16,474-96.5% | $28,387-98.0% |