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 | $99,251 | $167,484-40.7% | $151,611-34.5% | $134,475-26.2% |
| Participation rate | 82.4% | 88.4%-6.0pp | 87.5%-5.1pp | 81.2%+1.1pp |
| Annual return | -17.63% | 7.80%-25.4pp | 3.33%-21.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,881 | $6,829-72.5% | $6,166-69.5% | $4,740-60.3% |
| Participant deferral / active EE | $2,222 | $8,986-75.3% | $8,363-73.4% | $6,400-65.3% |
| Admin fee / account holder | $1,121 | $13,783-91.9% | $11,616-90.4% | $11,426-90.2% |