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 | $47,838 | $94,529-49.4% | $140,016-65.8% | $64,186-25.5% |
| Participation rate | 90.1% | 84.1%+6.1pp | 87.5%+2.6pp | 69.6%+20.6pp |
| Annual return | -6.54% | 7.77%-14.3pp | 651.12%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,591 | $3,812-32.0% | $5,606-53.8% | $2,381+8.8% |
| Participant deferral / active EE | $3,629 | $5,250-30.9% | $6,927-47.6% | $3,470+4.6% |
| Admin fee / account holder | $2,198 | $6,741-67.4% | $10,705-79.5% | $4,888-55.0% |