Filed July 7, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,501 | $124,319+45.2% | $111,297+62.2% | $167,490+7.8% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 13.17% | 37.44%-24.3pp | 54.65%-41.5pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,349 | $3,435-60.7% | $2,731-50.6% | $4,837-72.1% |
| Participant deferral / active EE | $2,527 | $5,180-51.2% | $4,487-43.7% | $6,341-60.1% |
| Admin fee / account holder | $1,535 | $10,618-85.5% | $7,964-80.7% | $12,309-87.5% |