Filed May 28, 1997 (most recent of 2 filings on file)
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 | $72,130 | $110,094-34.5% | $151,611-52.4% | $68,494+5.3% |
| Participation rate | 95.6% | 84.0%+11.6pp | 87.5%+8.1pp | 67.9%+27.7pp |
| Annual return | -19.19% | -10.12%-9.1pp | 3.33%-22.5pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,444 | $4,471-67.7% | $6,166-76.6% | $2,596-44.4% |
| Participant deferral / active EE | $4,832 | $6,527-26.0% | $8,363-42.2% | $4,027+20.0% |
| Admin fee / account holder | $3,017 | $7,719-60.9% | $11,616-74.0% | $5,403-44.2% |