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 | $76,450 | $137,414-44.4% | $189,513-59.7% | $85,850-10.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.08% | 38.14%-25.1pp | 555.15%-542.1pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,694 | $4,344-61.0% | $6,162-72.5% | $2,565-34.0% |
| Participant deferral / active EE | $5,426 | $6,260-13.3% | $8,221-34.0% | $3,952+37.3% |
| Admin fee / account holder | $6,523 | $8,630-24.4% | $12,045-45.8% | $6,260+4.2% |