Filed August 28, 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 | $68,375 | $56,897+20.2% | $84,750-19.3% | $62,891+8.7% |
| Participation rate | 92.5% | 68.5%+24.0pp | 76.6%+15.9pp | 69.3%+23.2pp |
| Annual return | 8.40% | 6.30%+2.1pp | 22.78%-14.4pp | 20.14%-11.7pp |
| Employer contribution / active EE | $338 | $2,400-85.9% | $3,574-90.5% | $2,281-85.2% |
| Participant deferral / active EE | $2,064 | $2,709-23.8% | $3,712-44.4% | $3,203-35.6% |
| Admin fee / account holder | $2,408 | $3,581-32.8% | $5,332-54.8% | $4,296-43.9% |