Filed October 10, 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 9-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 | $48,206 | $105,998-54.5% | $92,233-47.7% | $147,584-67.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.08% | 50.05%-38.0pp | 176.28%-164.2pp | 578.55%-566.5pp |
| Employer contribution / active EE | $3,711 | $4,333-14.4% | $3,679+0.8% | $4,876-23.9% |
| Participant deferral / active EE | $4,615 | $4,478+3.1% | $3,897+18.4% | $5,439-15.1% |
| Admin fee / account holder | $8,528 | $6,332+34.7% | $5,194+64.2% | $10,885-21.7% |