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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,857 | $78,705-59.5% | $117,854-73.0% | $70,131-54.6% |
| Participation rate | 89.7% | 73.2%+16.5pp | 79.7%+10.0pp | 69.5%+20.1pp |
| Annual return | 9.51% | 23.30%-13.8pp | 335.08%-325.6pp | 73.14%-63.6pp |
| Employer contribution / active EE | $2,144 | $2,223-3.6% | $3,786-43.4% | $2,342-8.5% |
| Participant deferral / active EE | $3,862 | $3,297+17.1% | $4,482-13.8% | $3,332+15.9% |
| Admin fee / account holder | $2,003 | $5,065-60.5% | $8,020-75.0% | $4,645-56.9% |