Filed December 22, 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 | $71,861 | $89,753-19.9% | $107,525-33.2% | $84,808-15.3% |
| Participation rate | 94.3% | 68.1%+26.2pp | 75.1%+19.2pp | 68.3%+26.0pp |
| Annual return | 10.89% | 29.48%-18.6pp | 181.32%-170.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,197 | $3,113-61.6% | $3,754-68.1% | $2,631-54.5% |
| Participant deferral / active EE | $3,106 | $4,056-23.4% | $5,116-39.3% | $4,212-26.2% |
| Admin fee / account holder | $4,147 | $7,222-42.6% | $8,919-53.5% | $7,344-43.5% |