Filed April 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 | $37,729 | $43,723-13.7% | $121,196-68.9% | $64,186-41.2% |
| Participation rate | 73.8% | 58.3%+15.5pp | 71.7%+2.1pp | 69.6%+4.3pp |
| Annual return | -8.51% | 68.91%-77.4pp | 16.93%-25.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,150 | $1,296-11.3% | $4,022-71.4% | $2,381-51.7% |
| Participant deferral / active EE | $1,918 | $2,280-15.9% | $3,344-42.6% | $3,470-44.7% |
| Admin fee / account holder | $1,110 | $3,501-68.3% | $5,019-77.9% | $4,888-77.3% |