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.
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 | $53,230 | $82,032-35.1% | $123,104-56.8% | $59,632-10.7% |
| Participation rate | 88.8% | 83.2%+5.6pp | 86.8%+2.0pp | 68.7%+20.1pp |
| Annual return | 13.78% | 5.12%+8.7pp | 13.22%+0.6pp | 2041.28%-2027.5pp |
| Employer contribution / active EE | $2,047 | $3,297-37.9% | $5,151-60.3% | $2,203-7.1% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,137 | $5,881-29.7% | $9,015-54.1% | $4,297-3.7% |