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 | $161,221 | $91,538+76.1% | $129,995+24.0% | $75,163+114.5% |
| Participation rate | 83.7% | 71.4%+12.3pp | 78.5%+5.2pp | 67.2%+16.5pp |
| Annual return | 14.08% | -631.11%+645.2pp | -137.18%+151.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,834 | $4,341-11.7% | $5,820-34.1% | $4,125-7.1% |
| Admin fee / account holder | $659 | $6,790-90.3% | $10,614-93.8% | $5,651-88.3% |