Filed May 8, 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 | $88,706 | $48,046+84.6% | $84,611+4.8% | $72,985+21.5% |
| Participation rate | 97.3% | 57.6%+39.7pp | 68.2%+29.1pp | 69.5%+27.8pp |
| Annual return | 17.25% | 37.38%-20.1pp | 258.74%-241.5pp | 81.00%-63.8pp |
| Employer contribution / active EE | $6,121 | $1,602+282.2% | $2,652+130.8% | $2,440+150.9% |
| Participant deferral / active EE | $5,431 | $2,680+102.6% | $3,899+39.3% | $3,607+50.6% |
| Admin fee / account holder | $3,564 | $3,395+5.0% | $4,912-27.4% | $5,124-30.5% |