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 | $84,530 | $86,286-2.0% | $111,297-24.1% | $85,850-1.5% |
| Participation rate | 95.8% | 73.3%+22.5pp | 77.3%+18.5pp | 69.3%+26.5pp |
| Annual return | 9.97% | 19.99%-10.0pp | 54.65%-44.7pp | 318.53%-308.6pp |
| Employer contribution / active EE | $2,552 | $2,043+24.9% | $2,731-6.6% | $2,565-0.5% |
| Participant deferral / active EE | $6,275 | $3,641+72.4% | $4,487+39.8% | $3,952+58.8% |
| Admin fee / account holder | $9,002 | $8,188+9.9% | $7,964+13.0% | $6,260+43.8% |