Filed May 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 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 | $59,506 | $78,705-24.4% | $117,854-49.5% | $70,131-15.1% |
| Participation rate | 81.6% | 73.2%+8.4pp | 79.7%+1.9pp | 69.5%+12.0pp |
| Annual return | 13.79% | 23.30%-9.5pp | 335.08%-321.3pp | 73.14%-59.3pp |
| Employer contribution / active EE | $378 | $2,223-83.0% | $3,786-90.0% | $2,342-83.8% |
| Participant deferral / active EE | $2,771 | $3,297-16.0% | $4,482-38.2% | $3,332-16.8% |
| Admin fee / account holder | $5,737 | $5,065+13.3% | $8,020-28.5% | $4,645+23.5% |