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 | $75,333 | $86,929-13.3% | $102,423-26.4% | $80,856-6.8% |
| Participation rate | 74.3% | 72.4%+1.9pp | 76.5%-2.2pp | 67.6%+6.6pp |
| Annual return | 9.66% | 18.88%-9.2pp | 29.32%-19.7pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,965 | $2,369-17.1% | $3,023-35.0% | $2,755-28.7% |
| Participant deferral / active EE | $4,531 | $4,118+10.0% | $5,053-10.3% | $4,296+5.5% |
| Admin fee / account holder | $17,959 | $8,049+123.1% | $9,451+90.0% | $6,918+159.6% |