Filed January 17, 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 | $228,679 | $118,849+92.4% | $96,562+136.8% | $167,490+36.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.43% | 50.49%-39.1pp | 37.78%-26.4pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,458 | $3,120-21.2% | $2,356+4.3% | $4,837-49.2% |
| Participant deferral / active EE | $4,504 | $4,616-2.4% | $3,849+17.0% | $6,341-29.0% |
| Admin fee / account holder | $1,841 | $8,065-77.2% | $6,181-70.2% | $12,309-85.0% |