Filed December 30, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,313 | $85,202-83.2% | $172,739-91.7% | $72,985-80.4% |
| Participation rate | 94.6% | 70.1%+24.6pp | 82.6%+12.0pp | 69.5%+25.2pp |
| Annual return | 2.70% | 27.32%-24.6pp | 802.84%-800.1pp | 81.00%-78.3pp |
| Employer contribution / active EE | $977 | $3,324-70.6% | $5,143-81.0% | $2,440-60.0% |
| Participant deferral / active EE | $1,413 | $3,260-56.6% | $5,198-72.8% | $3,607-60.8% |
| Admin fee / account holder | $597 | $5,884-89.9% | $13,954-95.7% | $5,124-88.3% |