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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,971 | $82,664+64.5% | $125,339+8.5% | $68,494+98.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.39% | -5.97%-14.4pp | 572.05%-592.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $5,586 | $3,381+65.2% | $4,814+16.0% | $2,596+115.1% |
| Participant deferral / active EE | $10,008 | $6,110+63.8% | $7,446+34.4% | $4,027+148.5% |
| Admin fee / account holder | $3,831 | $6,275-38.9% | $10,010-61.7% | $5,403-29.1% |