Filed February 21, 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 | $39,177 | $82,032-52.2% | $123,104-68.2% | $59,632-34.3% |
| Participation rate | 89.7% | 83.2%+6.5pp | 86.8%+2.9pp | 68.7%+21.0pp |
| Annual return | 0.58% | 5.12%-4.5pp | 13.22%-12.6pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,419 | $3,297-57.0% | $5,151-72.5% | $2,203-35.6% |
| Participant deferral / active EE | $2,282 | $4,667-51.1% | $6,230-63.4% | $3,192-28.5% |
| Admin fee / account holder | $1,583 | $5,881-73.1% | $9,015-82.4% | $4,297-63.2% |