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 | $21,610 | $77,899-72.3% | $149,673-85.6% | $75,163-71.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.85% | 31.72%-19.9pp | 134.42%-122.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $891 | $3,137-71.6% | $4,818-81.5% | $2,670-66.6% |
| Participant deferral / active EE | $3,002 | $3,411-12.0% | $5,680-47.2% | $4,125-27.2% |
| Admin fee / account holder | $2,270 | $5,956-61.9% | $13,210-82.8% | $5,651-59.8% |