Filed February 19, 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 6-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 | $41,250 | $87,733-53.0% | $106,548-61.3% | $85,850-52.0% |
| Participation rate | 96.4% | 71.9%+24.5pp | 76.1%+20.3pp | 69.3%+27.1pp |
| Annual return | 389.46% | 21.86%+367.6pp | 26.80%+362.7pp | 318.53%+70.9pp |
| Employer contribution / active EE | $1,693 | $2,073-18.3% | $2,819-39.9% | $2,565-34.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $382 | $6,767-94.3% | $7,407-94.8% | $6,260-93.9% |