Filed October 23, 1997 (most recent of 2 filings on file)
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,982 | $69,977-64.3% | $108,579-77.0% | $62,891-60.3% |
| Participation rate | 88.5% | 72.9%+15.6pp | 79.6%+8.9pp | 69.3%+19.2pp |
| Annual return | 4.89% | 10.73%-5.8pp | -51.70%+56.6pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,324 | $2,135+8.9% | $3,758-38.2% | $2,281+1.9% |
| Participant deferral / active EE | $4,173 | $3,165+31.8% | $4,311-3.2% | $3,203+30.3% |
| Admin fee / account holder | $4,761 | $5,076-6.2% | $7,645-37.7% | $4,296+10.8% |