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 | $14,142 | $91,190-84.5% | $178,490-92.1% | $79,858-82.3% |
| Participation rate | 96.5% | 69.2%+27.3pp | 81.9%+14.6pp | 69.6%+26.9pp |
| Annual return | 3.33% | 24.19%-20.9pp | 151.07%-147.7pp | 31.71%-28.4pp |
| Employer contribution / active EE | $1,118 | $3,256-65.7% | $5,011-77.7% | $2,471-54.8% |
| Participant deferral / active EE | $1,499 | $3,236-53.7% | $5,202-71.2% | $3,740-59.9% |
| Admin fee / account holder | $2,802 | $6,751-58.5% | $13,984-80.0% | $5,306-47.2% |