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 | $149,456 | $99,985+49.5% | $146,665+1.9% | $85,850+74.1% |
| Participation rate | 84.8% | 73.1%+11.7pp | 80.1%+4.7pp | 69.3%+15.5pp |
| Annual return | 30.20% | 18.93%+11.3pp | 22.74%+7.5pp | 318.53%-288.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,502 | $4,006-12.6% | $5,506-36.4% | $3,952-11.4% |
| Admin fee / account holder | $28,936 | $7,702+275.7% | $10,280+181.5% | $6,260+362.3% |