Filed May 29, 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,958 | $69,207+105.1% | $64,056+121.6% | $139,434+1.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.86% | 45.88%-32.0pp | 33.69%-19.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $3,508 | $4,244-17.3% | $3,068+14.3% | $11,403-69.2% |