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.
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 | $73,549 | $123,793-40.6% | $177,821-58.6% | $79,858-7.9% |
| Participation rate | 90.3% | 84.7%+5.6pp | 87.7%+2.6pp | 69.6%+20.6pp |
| Annual return | 18.82% | 22.82%-4.0pp | 48.32%-29.5pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,256 | $4,095-69.3% | $5,918-78.8% | $2,471-49.2% |
| Participant deferral / active EE | $3,920 | $5,956-34.2% | $7,714-49.2% | $3,740+4.8% |
| Admin fee / account holder | $3,599 | $7,243-50.3% | $12,427-71.0% | $5,306-32.2% |