Filed September 16, 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 | $62,531 | $87,841-28.8% | $133,980-53.3% | $62,891-0.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 87.1%-1.4pp | 69.3%+16.4pp |
| Annual return | 7.80% | 12.05%-4.3pp | 29.30%-21.5pp | 20.14%-12.3pp |
| Employer contribution / active EE | $944 | $3,483-72.9% | $5,211-81.9% | $2,281-58.6% |
| Participant deferral / active EE | $4,152 | $4,812-13.7% | $6,282-33.9% | $3,203+29.6% |
| Admin fee / account holder | $15,075 | $5,371+180.7% | $9,324+61.7% | $4,296+250.9% |