Filed June 25, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,172 | $64,348+26.1% | $90,160-10.0% | $70,131+15.7% |
| Participation rate | 74.3% | 70.4%+3.8pp | 76.9%-2.6pp | 69.5%+4.7pp |
| Annual return | 15.69% | 28.13%-12.4pp | 34.88%-19.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,579 | $4,389-64.0% | $5,288-70.1% | $3,332-52.6% |
| Admin fee / account holder | $2,074 | $3,944-47.4% | $5,943-65.1% | $4,645-55.3% |