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 | $190,859 | $102,317+86.5% | $146,958+29.9% | $80,856+136.0% |
| Participation rate | 98.6% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 15.27% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $6,219 | $3,713+67.5% | $4,933+26.1% | $2,755+125.7% |
| Participant deferral / active EE | $10,893 | $6,644+64.0% | $8,070+35.0% | $4,296+153.6% |
| Admin fee / account holder | $2,059 | $7,941-74.1% | $12,998-84.2% | $6,918-70.2% |