Filed April 15, 1996
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 | $113,439 | $85,766+32.3% | $136,294-16.8% | $70,131+61.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 23.59% | 31.45%-7.9pp | 5155.94%-5132.4pp | 73.14%-49.6pp |
| Employer contribution / active EE | $5,657 | $2,966+90.7% | $4,695+20.5% | $2,342+141.5% |
| Participant deferral / active EE | $7,608 | $5,051+50.6% | $6,247+21.8% | $3,332+128.4% |
| Admin fee / account holder | $21,166 | $5,420+290.5% | $9,243+129.0% | $4,645+355.7% |