Filed January 6, 1997 (most recent of 2 filings on file)
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,403 | $126,925+74.4% | $74,183+198.5% | $329,111-32.7% |
| Participation rate | 98.6% | 87.5%+11.1pp | 76.6%+22.0pp | 67.9%+30.8pp |
| Annual return | 9.55% | 10.67%-1.1pp | 17.74%-8.2pp | 16.35%-6.8pp |
| Employer contribution / active EE | $4,672 | $3,536+32.1% | $2,370+97.1% | $2,303+102.8% |
| Participant deferral / active EE | $14,543 | $6,619+119.7% | $3,550+309.7% | $3,682+295.0% |
| Admin fee / account holder | $459 | $64+622.9% | $5,586-91.8% | $754-39.1% |