Filed February 27, 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 | $229,031 | $64,707+254.0% | $112,228+104.1% | $68,494+234.4% |
| Participation rate | 92.6% | 67.2%+25.4pp | 75.1%+17.5pp | 67.9%+24.7pp |
| Annual return | -21.79% | -11.40%-10.4pp | 27.45%-49.2pp | -7.84%-13.9pp |
| Employer contribution / active EE | $6,549 | $2,746+138.5% | $3,635+80.2% | $2,596+152.2% |
| Participant deferral / active EE | $8,324 | $3,565+133.5% | $4,728+76.1% | $4,027+106.7% |
| Admin fee / account holder | $4,289 | $5,232-18.0% | $6,410-33.1% | $5,403-20.6% |