Filed March 13, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $85,376 | $82,032+4.1% | $123,104-30.6% | $59,632+43.2% |
| Participation rate | 94.6% | 83.2%+11.4pp | 86.8%+7.8pp | 68.7%+26.0pp |
| Annual return | -0.43% | 5.12%-5.5pp | 13.22%-13.6pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,320 | $4,667-7.4% | $6,230-30.7% | $3,192+35.3% |
| Admin fee / account holder | $3,111 | $5,881-47.1% | $9,015-65.5% | $4,297-27.6% |