Filed July 7, 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 | $199,879 | $110,257+81.3% | $96,544+107.0% | $139,434+43.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 9.38% | 26.32%-16.9pp | 25.84%-16.5pp | 372.94%-363.6pp |
| Employer contribution / active EE | $1,456 | $3,620-59.8% | $2,965-50.9% | $4,751-69.3% |
| Participant deferral / active EE | $1,852 | $5,548-66.6% | $4,851-61.8% | $6,710-72.4% |
| Admin fee / account holder | $7,650 | $11,591-34.0% | $8,252-7.3% | $11,403-32.9% |