Filed October 6, 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.
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 | $101,685 | $100,852+0.8% | $90,404+12.5% | $158,922-36.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.15% | 1724.20%-1720.1pp | 1293.02%-1288.9pp | 302.83%-298.7pp |
| Employer contribution / active EE | $9,891 | $3,689+168.2% | $3,262+203.2% | $4,761+107.7% |
| Participant deferral / active EE | $9,700 | $4,348+123.1% | $3,963+144.7% | $5,982+62.1% |
| Admin fee / account holder | $22,304 | $6,501+243.1% | $5,611+297.5% | $11,246+98.3% |