Filed July 2, 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 | $129,217 | $89,355+44.6% | $141,162-8.5% | $72,985+77.0% |
| Participation rate | 93.9% | 75.1%+18.8pp | 82.5%+11.5pp | 69.5%+24.5pp |
| Annual return | 3.08% | 111.85%-108.8pp | 71.39%-68.3pp | 81.00%-77.9pp |
| Employer contribution / active EE | $4,545 | $3,114+46.0% | $4,735-4.0% | $2,440+86.3% |
| Participant deferral / active EE | $9,472 | $5,418+74.8% | $6,709+41.2% | $3,607+162.6% |
| Admin fee / account holder | $1,692 | $5,958-71.6% | $10,261-83.5% | $5,124-67.0% |