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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,913 | $167,484-17.1% | $151,611-8.4% | $134,475+3.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -11.11% | 7.80%-18.9pp | 3.33%-14.4pp | 417.96%-429.1pp |
| Employer contribution / active EE | $1,909 | $6,829-72.0% | $6,166-69.0% | $4,740-59.7% |
| Participant deferral / active EE | $3,234 | $8,986-64.0% | $8,363-61.3% | $6,400-49.5% |
| Admin fee / account holder | $2,290 | $13,783-83.4% | $11,616-80.3% | $11,426-80.0% |