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 | $88,693 | $137,414-35.5% | $189,513-53.2% | $85,850+3.3% |
| Participation rate | 92.6% | 84.6%+8.0pp | 87.8%+4.8pp | 69.3%+23.3pp |
| Annual return | 19.47% | 38.14%-18.7pp | 555.15%-535.7pp | 318.53%-299.1pp |
| Employer contribution / active EE | $1,503 | $4,344-65.4% | $6,162-75.6% | $2,565-41.4% |
| Participant deferral / active EE | $4,493 | $6,260-28.2% | $8,221-45.3% | $3,952+13.7% |
| Admin fee / account holder | $1,005 | $8,630-88.4% | $12,045-91.7% | $6,260-83.9% |