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 | $26,321 | $177,572-85.2% | $154,803-83.0% | $142,382-81.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.83% | 65.07%-57.2pp | 58.88%-51.1pp | 217.08%-209.2pp |
| Employer contribution / active EE | $1,957 | $4,810-59.3% | $4,305-54.5% | $4,299-54.5% |
| Participant deferral / active EE | $7,411 | $6,272+18.2% | $5,540+33.8% | $6,507+13.9% |
| Admin fee / account holder | $4,997 | $16,786-70.2% | $14,329-65.1% | $12,624-60.4% |