Filed June 25, 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 | $96,919 | $108,919-11.0% | $100,391-3.5% | $145,922-33.6% |
| Participation rate | 78.3% | 82.9%-4.7pp | 81.5%-3.2pp | 80.3%-2.0pp |
| Annual return | 14.88% | 57.88%-43.0pp | 49.20%-34.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,476 | $8,445-70.7% | $8,082-69.4% | $6,688-63.0% |
| Admin fee / account holder | $92,326 | $9,689+852.9% | $7,899+1068.8% | $13,397+589.2% |