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 | $80,332 | $49,922+60.9% | $80,569-0.3% | $75,163+6.9% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 13.41% | 34.69%-21.3pp | 935.43%-922.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $6,735 | $1,698+296.6% | $2,723+147.3% | $2,670+152.2% |
| Participant deferral / active EE | $7,792 | $2,990+160.6% | $4,447+75.2% | $4,125+88.9% |
| Admin fee / account holder | $730 | $3,577-79.6% | $5,377-86.4% | $5,651-87.1% |