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 | $134,305 | $81,900+64.0% | $119,609+12.3% | $68,494+96.1% |
| Participation rate | 84.1% | 71.9%+12.2pp | 79.3%+4.8pp | 67.9%+16.2pp |
| Annual return | -16.65% | -23.82%+7.2pp | -14.97%-1.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,022 | $4,148-27.1% | $5,602-46.1% | $4,027-25.0% |
| Admin fee / account holder | $379 | $6,582-94.2% | $10,323-96.3% | $5,403-93.0% |