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 | $183,039 | $105,181+74.0% | $159,436+14.8% | $85,850+113.2% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 16.63% | 45.07%-28.4pp | 263.57%-246.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $6,280 | $3,318+89.2% | $4,829+30.0% | $2,565+144.8% |
| Participant deferral / active EE | $9,737 | $5,945+63.8% | $7,352+32.4% | $3,952+146.4% |
| Admin fee / account holder | $6,143 | $6,933-11.4% | $10,799-43.1% | $6,260-1.9% |