Filed July 29, 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 | $141,264 | $72,404+95.1% | $110,238+28.1% | $64,186+120.1% |
| Participation rate | 79.6% | 73.3%+6.3pp | 79.8%-0.2pp | 69.6%+10.0pp |
| Annual return | 13.86% | -6.29%+20.1pp | 314.74%-300.9pp | 7.63%+6.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,265 | $3,469-5.9% | $4,672-30.1% | $3,470-5.9% |
| Admin fee / account holder | $25,968 | $5,664+358.4% | $8,547+203.8% | $4,888+431.2% |