Filed March 13, 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 | $153,755 | $138,385+11.1% | $184,200-16.5% | $80,874+90.1% |
| Participation rate | 95.2% | 83.9%+11.3pp | 86.8%+8.4pp | 67.6%+27.5pp |
| Annual return | 10.50% | 20.02%-9.5pp | 28.80%-18.3pp | 35.62%-25.1pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,750 | $7,073+9.6% | $9,132-15.1% | $4,297+80.4% |
| Admin fee / account holder | $10,472 | $10,483-0.1% | $13,907-24.7% | $6,935+51.0% |