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 | $134,736 | $89,355+50.8% | $141,162-4.6% | $72,985+84.6% |
| Participation rate | 94.0% | 75.1%+18.9pp | 82.5%+11.5pp | 69.5%+24.5pp |
| Annual return | 27.60% | 111.85%-84.2pp | 71.39%-43.8pp | 81.00%-53.4pp |
| Employer contribution / active EE | $6,031 | $3,114+93.6% | $4,735+27.4% | $2,440+147.2% |
| Participant deferral / active EE | $9,564 | $5,418+76.5% | $6,709+42.6% | $3,607+165.1% |
| Admin fee / account holder | $5,786 | $5,958-2.9% | $10,261-43.6% | $5,124+12.9% |