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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $88,672-19.0% | $105,223-31.7% | $82,448-12.8% |
| Participation rate | 94.3% | 67.9%+26.4pp | 75.0%+19.2pp | 68.1%+26.2pp |
| Annual return | 10.89% | 30.86%-20.0pp | 180.65%-169.8pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,197 | $3,048-60.7% | $3,689-67.5% | $2,551-53.1% |
| Participant deferral / active EE | $3,106 | $4,036-23.0% | $5,072-38.8% | $4,139-25.0% |
| Admin fee / account holder | $4,147 | $7,146-42.0% | $8,859-53.2% | $7,234-42.7% |