Filed July 1, 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 | $52,293 | $53,127-1.6% | $86,590-39.6% | $70,131-25.4% |
| Participation rate | 98.1% | 65.3%+32.8pp | 73.5%+24.6pp | 69.5%+28.6pp |
| Annual return | 14.85% | 27.66%-12.8pp | 964.84%-950.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,746 | $2,068-15.6% | $2,839-38.5% | $2,342-25.5% |
| Participant deferral / active EE | $4,448 | $2,696+65.0% | $3,609+23.3% | $3,332+33.5% |
| Admin fee / account holder | $5,588 | $3,585+55.9% | $4,906+13.9% | $4,645+20.3% |