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 | $68,637 | $123,793-44.6% | $177,821-61.4% | $79,858-14.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.66% | 22.82%-6.2pp | 48.32%-31.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,836 | $4,095-6.3% | $5,918-35.2% | $2,471+55.3% |
| Participant deferral / active EE | $5,051 | $5,956-15.2% | $7,714-34.5% | $3,740+35.1% |
| Admin fee / account holder | $613 | $7,243-91.5% | $12,427-95.1% | $5,306-88.5% |