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 | $82,964 | $125,758-34.0% | $169,993-51.2% | $75,163+10.4% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.0%+9.9pp | 67.2%+29.7pp |
| Annual return | 18.62% | 27.20%-8.6pp | 53.37%-34.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,524 | $4,615-67.0% | $6,785-77.5% | $2,670-42.9% |
| Participant deferral / active EE | $5,301 | $6,837-22.5% | $10,408-49.1% | $4,125+28.5% |
| Admin fee / account holder | $7,938 | $8,173-2.9% | $12,815-38.1% | $5,651+40.5% |