Filed May 28, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,069 | $109,359-40.5% | $162,163-59.9% | $72,985-10.8% |
| Participation rate | 88.6% | 84.3%+4.3pp | 87.6%+1.0pp | 69.5%+19.1pp |
| Annual return | 30.19% | 25.46%+4.7pp | 115.59%-85.4pp | 81.00%-50.8pp |
| Employer contribution / active EE | $1,097 | $3,907-71.9% | $5,614-80.5% | $2,440-55.1% |
| Participant deferral / active EE | $3,426 | $5,481-37.5% | $7,298-53.1% | $3,607-5.0% |
| Admin fee / account holder | $1,303 | $7,972-83.7% | $10,843-88.0% | $5,124-74.6% |