Filed January 10, 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 | $212,757 | $64,707+228.8% | $112,228+89.6% | $68,494+210.6% |
| Participation rate | 89.8% | 67.2%+22.6pp | 75.1%+14.7pp | 67.9%+21.9pp |
| Annual return | -14.71% | -11.40%-3.3pp | 27.45%-42.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $602 | $2,746-78.1% | $3,635-83.4% | $2,596-76.8% |
| Participant deferral / active EE | $5,113 | $3,565+43.4% | $4,728+8.1% | $4,027+27.0% |
| Admin fee / account holder | $3,683 | $5,232-29.6% | $6,410-42.5% | $5,403-31.8% |