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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,019 | $86,332-43.2% | $125,175-60.8% | $65,185-24.8% |
| Participation rate | 85.7% | 75.3%+10.4pp | 79.8%+5.9pp | 70.2%+15.5pp |
| Annual return | 24.94% | 27.43%-2.5pp | 43.79%-18.9pp | 29.38%-4.4pp |
| Employer contribution / active EE | $233 | $2,040-88.6% | $3,865-94.0% | $2,177-89.3% |
| Participant deferral / active EE | $4,088 | $3,537+15.6% | $4,937-17.2% | $3,514+16.3% |
| Admin fee / account holder | $1,130 | $609+85.5% | $9,702-88.4% | $847+33.4% |