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.)
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 | $8,850 | $117,841-92.5% | $102,423-91.4% | $145,922-93.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 26.23% | 31.65%-5.4pp | 29.32%-3.1pp | 561.29%-535.1pp |
| Employer contribution / active EE | $1,865 | $3,615-48.4% | $3,023-38.3% | $4,660-60.0% |
| Participant deferral / active EE | $1,059 | $5,731-81.5% | $5,053-79.0% | $6,688-84.2% |
| Admin fee / account holder | $452 | $13,326-96.6% | $9,451-95.2% | $13,397-96.6% |