Filed November 3, 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 | $62,954 | $87,841-28.3% | $133,980-53.0% | $62,891+0.1% |
| Participation rate | 95.0% | 83.4%+11.6pp | 87.1%+7.9pp | 69.3%+25.7pp |
| Annual return | 11.82% | 12.05%-0.2pp | 29.30%-17.5pp | 20.14%-8.3pp |
| Employer contribution / active EE | $900 | $3,483-74.2% | $5,211-82.7% | $2,281-60.5% |
| Participant deferral / active EE | $2,577 | $4,812-46.4% | $6,282-59.0% | $3,203-19.5% |
| Admin fee / account holder | $738 | $5,371-86.3% | $9,324-92.1% | $4,296-82.8% |