Filed October 23, 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 | $58,268 | $86,922-33.0% | $102,438-43.1% | $80,874-28.0% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.2pp | 67.6%+22.0pp |
| Annual return | 9.89% | 18.90%-9.0pp | 29.37%-19.5pp | 35.62%-25.7pp |
| Employer contribution / active EE | $2,179 | $2,369-8.0% | $3,024-27.9% | $2,756-20.9% |
| Participant deferral / active EE | $3,650 | $4,119-11.4% | $5,054-27.8% | $4,297-15.0% |
| Admin fee / account holder | $9,294 | $8,050+15.5% | $9,448-1.6% | $6,935+34.0% |