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 | $54,417 | $109,359-50.2% | $162,163-66.4% | $72,985-25.4% |
| Participation rate | 95.5% | 84.3%+11.2pp | 87.6%+7.9pp | 69.5%+26.0pp |
| Annual return | 19.44% | 25.46%-6.0pp | 115.59%-96.1pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,583 | $3,907-59.5% | $5,614-71.8% | $2,440-35.1% |
| Participant deferral / active EE | $3,858 | $5,481-29.6% | $7,298-47.1% | $3,607+6.9% |
| Admin fee / account holder | $9,636 | $7,972+20.9% | $10,843-11.1% | $5,124+88.0% |