Filed March 24, 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 | $37,733 | $69,977-46.1% | $108,579-65.2% | $62,891-40.0% |
| Participation rate | 83.7% | 72.9%+10.8pp | 79.6%+4.1pp | 69.3%+14.4pp |
| Annual return | 8.29% | 10.73%-2.4pp | -51.70%+60.0pp | 20.14%-11.8pp |
| Employer contribution / active EE | $193 | $2,135-91.0% | $3,758-94.9% | $2,281-91.6% |
| Participant deferral / active EE | $3,459 | $3,165+9.3% | $4,311-19.7% | $3,203+8.0% |
| Admin fee / account holder | $756 | $5,076-85.1% | $7,645-90.1% | $4,296-82.4% |