Filed August 11, 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 | $118,189 | $197,591-40.2% | $177,821-33.5% | $158,922-25.6% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.7%-5.4pp | 82.0%+0.4pp |
| Annual return | 6.99% | 58.76%-51.8pp | 48.32%-41.3pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,742 | $6,697-74.0% | $5,918-70.6% | $4,761-63.4% |
| Participant deferral / active EE | $2,039 | $8,405-75.7% | $7,714-73.6% | $5,982-65.9% |
| Admin fee / account holder | $5,577 | $15,399-63.8% | $12,427-55.1% | $11,246-50.4% |