Filed October 31, 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.
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 | $31,773 | $48,795-34.9% | $65,493-51.5% | $84,808-62.5% |
| Participation rate | 79.4% | 67.0%+12.4pp | 73.1%+6.3pp | 68.3%+11.1pp |
| Annual return | 18.18% | 20.20%-2.0pp | 982.45%-964.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,465 | $2,928-50.0% | $3,961-63.0% | $4,212-65.2% |
| Admin fee / account holder | $2,198 | $3,877-43.3% | $5,028-56.3% | $7,344-70.1% |