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 | $243,769 | $117,983+106.6% | $101,794+139.5% | $142,382+71.2% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 17.29% | 36.92%-19.6pp | 30.53%-13.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,356 | $2,773-15.0% | $2,289+2.9% | $4,299-45.2% |
| Participant deferral / active EE | $3,853 | $4,714-18.3% | $4,084-5.7% | $6,507-40.8% |
| Admin fee / account holder | $2,549 | $10,433-75.6% | $8,777-71.0% | $12,624-79.8% |