Filed December 30, 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 | $20,631 | $91,190-77.4% | $178,490-88.4% | $79,858-74.2% |
| Participation rate | 90.0% | 69.2%+20.8pp | 81.9%+8.1pp | 69.6%+20.4pp |
| Annual return | 7.00% | 24.19%-17.2pp | 151.07%-144.1pp | 31.71%-24.7pp |
| Employer contribution / active EE | $707 | $3,256-78.3% | $5,011-85.9% | $2,471-71.4% |
| Participant deferral / active EE | $2,120 | $3,236-34.5% | $5,202-59.2% | $3,740-43.3% |
| Admin fee / account holder | $3,266 | $6,751-51.6% | $13,984-76.6% | $5,306-38.4% |