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 | $112,239 | $79,944+40.4% | $98,439+14.0% | $75,163+49.3% |
| Participation rate | 88.9% | 70.4%+18.5pp | 75.2%+13.7pp | 67.2%+21.7pp |
| Annual return | 16.02% | 19.75%-3.7pp | 21.16%-5.1pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,881 | $2,264-16.9% | $3,048-38.3% | $2,670-29.5% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $445 | $6,840-93.5% | $8,948-95.0% | $5,651-92.1% |