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 | $101,313 | $56,114+80.5% | $96,139+5.4% | $85,850+18.0% |
| Participation rate | 96.9% | 56.7%+40.2pp | 68.4%+28.4pp | 69.3%+27.6pp |
| Annual return | 10.73% | 42.30%-31.6pp | 191.94%-181.2pp | 318.53%-307.8pp |
| Employer contribution / active EE | $8,272 | $1,620+410.7% | $2,797+195.8% | $2,565+222.5% |
| Participant deferral / active EE | $7,755 | $2,859+171.2% | $4,349+78.3% | $3,952+96.2% |
| Admin fee / account holder | $20,795 | $3,768+451.9% | $5,537+275.6% | $6,260+232.2% |