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 5-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.
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.
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 | $3,394 | $100,754-96.6% | $86,677-96.1% | $134,475-97.5% |
| Participation rate | 94.7% | 78.9%+15.8pp | 76.6%+18.2pp | 81.2%+13.5pp |
| Annual return | -47.26% | 29.04%-76.3pp | 35.91%-83.2pp | 417.96%-465.2pp |
| Employer contribution / active EE | $1,862 | $3,489-46.6% | $2,836-34.4% | $4,740-60.7% |
| Participant deferral / active EE | $1,392 | $5,338-73.9% | $4,656-70.1% | $6,400-78.2% |
| Admin fee / account holder | $416 | $10,926-96.2% | $7,493-94.4% | $11,426-96.4% |