Filed November 3, 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.
Employer 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 | $71,948 | $100,041-28.1% | $149,718-51.9% | $70,131+2.6% |
| Participation rate | 95.2% | 83.6%+11.6pp | 87.1%+8.2pp | 69.5%+25.7pp |
| Annual return | 14.86% | 27.43%-12.6pp | 1501.63%-1486.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $857 | $3,662-76.6% | $5,445-84.3% | $2,342-63.4% |
| Participant deferral / active EE | $2,264 | $4,983-54.6% | $6,569-65.5% | $3,332-32.1% |
| Admin fee / account holder | $2,409 | $8,286-70.9% | $11,283-78.6% | $4,645-48.1% |