Filed December 26, 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 | $63,889 | $92,222-30.7% | $76,768-16.8% | $135,375-52.8% |
| Participation rate | 73.7% | 79.8%-6.1pp | 77.0%-3.3pp | 82.6%-9.0pp |
| Annual return | -4.44% | 5.46%-9.9pp | 2.43%-6.9pp | 519.73%-524.2pp |
| Employer contribution / active EE | $561 | $3,216-82.6% | $2,485-77.4% | $4,779-88.3% |
| Participant deferral / active EE | $1,834 | $4,509-59.3% | $3,852-52.4% | $5,609-67.3% |
| Admin fee / account holder | $3,341 | $10,748-68.9% | $6,675-49.9% | $10,827-69.1% |