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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,283 | $106,584+0.7% | $101,326+5.9% | $142,382-24.7% |
| Participation rate | 77.3% | 82.7%-5.4pp | 81.5%-4.2pp | 80.1%-2.8pp |
| Annual return | 11.05% | 36.93%-25.9pp | 36.82%-25.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,062 | $8,297-75.2% | $7,994-74.2% | $6,507-68.3% |
| Admin fee / account holder | $14,983 | $11,446+30.9% | $11,185+34.0% | $12,624+18.7% |