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 | $103,476 | $99,640+3.9% | $86,436+19.7% | $134,475-23.1% |
| Participation rate | 79.2% | 82.0%-2.9pp | 80.3%-1.2pp | 81.2%-2.1pp |
| Annual return | -17.30% | 6782.58%-6799.9pp | 4394.89%-4412.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,511 | $7,246-79.2% | $6,952-78.3% | $6,400-76.4% |
| Admin fee / account holder | $7,580 | $8,371-9.5% | $6,731+12.6% | $11,426-33.7% |