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 | $218,569 | $95,862+128.0% | $79,550+174.8% | $134,475+62.5% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -18.32% | -2.69%-15.6pp | 0.16%-18.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $15,648 | $3,128+400.3% | $2,413+548.5% | $4,740+230.2% |
| Participant deferral / active EE | $4,073 | $4,693-13.2% | $3,985+2.2% | $6,400-36.4% |
| Admin fee / account holder | $2,240 | $9,126-75.5% | $6,832-67.2% | $11,426-80.4% |