Filed March 14, 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.
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 | $58,066 | $67,606-14.1% | $82,313-29.5% | $70,131-17.2% |
| Participation rate | 95.2% | 72.8%+22.5pp | 76.9%+18.3pp | 69.5%+25.7pp |
| Annual return | 14.93% | 21.57%-6.6pp | 25.88%-10.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,553 | $1,755+45.5% | $2,428+5.2% | $2,342+9.0% |
| Participant deferral / active EE | $61 | $2,987-98.0% | $3,706-98.4% | $3,332-98.2% |
| Admin fee / account holder | $3,269 | $4,512-27.6% | $5,608-41.7% | $4,645-29.6% |