Filed February 19, 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 | $62,845 | $109,413-42.6% | $156,263-59.8% | $84,808-25.9% |
| Participation rate | 89.3% | 72.7%+16.6pp | 78.9%+10.4pp | 68.3%+21.0pp |
| Annual return | 10.32% | 20.18%-9.9pp | 59.47%-49.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $2,183 | $2,907-24.9% | $4,333-49.6% | $2,631-17.0% |
| Participant deferral / active EE | $4,760 | $4,590+3.7% | $6,158-22.7% | $4,212+13.0% |
| Admin fee / account holder | $13,761 | $9,357+47.1% | $14,255-3.5% | $7,344+87.4% |