Filed October 6, 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 | $94,005 | $171,865-45.3% | $149,718-37.2% | $147,584-36.3% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 8.27% | 2113.22%-2105.0pp | 1501.63%-1493.4pp | 578.55%-570.3pp |
| Employer contribution / active EE | $1,739 | $6,275-72.3% | $5,445-68.1% | $4,876-64.3% |
| Participant deferral / active EE | $3,148 | $7,271-56.7% | $6,569-52.1% | $5,439-42.1% |
| Admin fee / account holder | $19,710 | $13,799+42.8% | $11,283+74.7% | $10,885+81.1% |