Filed July 2, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,633 | $81,900+38.7% | $119,609-5.0% | $68,494+65.9% |
| Participation rate | 79.2% | 71.9%+7.3pp | 79.3%-0.1pp | 67.9%+11.3pp |
| Annual return | -22.88% | -23.82%+0.9pp | -14.97%-7.9pp | -7.84%-15.0pp |
| Employer contribution / active EE | $646 | $2,693-76.0% | $4,232-84.7% | $2,596-75.1% |
| Participant deferral / active EE | $4,773 | $4,148+15.1% | $5,602-14.8% | $4,027+18.5% |
| Admin fee / account holder | $11,839 | $6,582+79.9% | $10,323+14.7% | $5,403+119.1% |