Filed July 9, 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 9-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.
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 | $61,302 | $78,422-21.8% | $95,952-36.1% | $79,858-23.2% |
| Participation rate | 96.6% | 73.5%+23.1pp | 77.1%+19.6pp | 69.6%+27.0pp |
| Annual return | 10.36% | 19.37%-9.0pp | 91.61%-81.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,424 | $1,945-26.8% | $2,541-44.0% | $2,471-42.4% |
| Participant deferral / active EE | $1,186 | $3,440-65.5% | $4,167-71.5% | $3,740-68.3% |
| Admin fee / account holder | $12,036 | $5,622+114.1% | $6,795+77.1% | $5,306+126.8% |