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 | $154,138 | $101,724+51.5% | $164,813-6.5% | $80,856+90.6% |
| Participation rate | 92.1% | 71.8%+20.3pp | 78.6%+13.5pp | 67.6%+24.5pp |
| Annual return | 16.03% | 16.72%-0.7pp | 69.93%-53.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,009 | $4,477-32.8% | $6,031-50.1% | $4,296-30.0% |
| Admin fee / account holder | $22,342 | $8,227+171.6% | $12,690+76.1% | $6,918+222.9% |