Filed December 3, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,771 | $80,968+7.2% | $96,544-10.1% | $75,163+15.4% |
| Participation rate | 72.2% | 71.8%+0.4pp | 76.0%-3.8pp | 67.2%+5.0pp |
| Annual return | 31.77% | 27.06%+4.7pp | 25.84%+5.9pp | 160.62%-128.8pp |
| Employer contribution / active EE | $76 | $2,282-96.7% | $2,965-97.4% | $2,670-97.2% |
| Participant deferral / active EE | $2,647 | $3,928-32.6% | $4,851-45.4% | $4,125-35.8% |
| Admin fee / account holder | $2,034 | $6,724-69.7% | $8,252-75.4% | $5,651-64.0% |