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 | $98,791 | $138,347-28.6% | $184,203-46.4% | $80,856+22.2% |
| Participation rate | 93.8% | 83.9%+10.0pp | 86.8%+7.0pp | 67.6%+26.2pp |
| Annual return | 16.85% | 20.02%-3.2pp | 28.81%-12.0pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,805 | $4,850-62.8% | $6,427-71.9% | $2,755-34.5% |
| Participant deferral / active EE | $6,022 | $7,071-14.8% | $9,131-34.0% | $4,296+40.2% |
| Admin fee / account holder | $9,671 | $10,483-7.7% | $13,901-30.4% | $6,918+39.8% |