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 | $151,568 | $137,414+10.3% | $189,513-20.0% | $85,850+76.6% |
| Participation rate | 96.6% | 84.6%+11.9pp | 87.8%+8.7pp | 69.3%+27.2pp |
| Annual return | 9.70% | 38.14%-28.4pp | 555.15%-545.5pp | 318.53%-308.8pp |
| Employer contribution / active EE | $3,714 | $4,344-14.5% | $6,162-39.7% | $2,565+44.8% |
| Participant deferral / active EE | $5,669 | $6,260-9.4% | $8,221-31.0% | $3,952+43.5% |
| Admin fee / account holder | $18,115 | $8,630+109.9% | $12,045+50.4% | $6,260+189.4% |