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 | $61,155 | $87,841-30.4% | $133,980-54.4% | $62,891-2.8% |
| Participation rate | 89.5% | 83.4%+6.2pp | 87.1%+2.5pp | 69.3%+20.2pp |
| Annual return | 7.70% | 12.05%-4.4pp | 29.30%-21.6pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,161 | $3,483-37.9% | $5,211-58.5% | $2,281-5.2% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,878 | $5,371-65.0% | $9,324-79.9% | $4,296-56.3% |