Filed December 29, 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 | $117,042 | $72,071+62.4% | $68,368+71.2% | $137,256-14.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.99% | 353.14%-342.2pp | 292.57%-281.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $12,108 | $2,788+334.3% | $2,649+357.1% | $4,156+191.3% |
| Participant deferral / active EE | $2,364 | $4,410-46.4% | $4,123-42.6% | $6,407-63.1% |
| Admin fee / account holder | $202,490 | $5,336+3695.1% | $5,150+3832.0% | $12,270+1550.3% |