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 | $73,676 | $58,577+25.8% | $83,333-11.6% | $64,186+14.8% |
| Participation rate | 70.6% | 72.0%-1.4pp | 77.8%-7.2pp | 69.6%+1.0pp |
| Annual return | -8.19% | 9.65%-17.8pp | 10.63%-18.8pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,654 | $4,654-64.5% | $5,565-70.3% | $3,470-52.3% |
| Admin fee / account holder | $5,111 | $9,275-44.9% | $7,510-31.9% | $4,888+4.6% |