Filed October 21, 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 | $78,797 | $56,897+38.5% | $84,750-7.0% | $62,891+25.3% |
| Participation rate | 90.1% | 68.5%+21.6pp | 76.6%+13.6pp | 69.3%+20.8pp |
| Annual return | 1.78% | 6.30%-4.5pp | 22.78%-21.0pp | 20.14%-18.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,763 | $2,709+38.9% | $3,712+1.4% | $3,203+17.5% |
| Admin fee / account holder | $1,972 | $3,581-44.9% | $5,332-63.0% | $4,296-54.1% |