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.
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 | $106,076 | $95,803+10.7% | $113,168-6.3% | $84,808+25.1% |
| Participation rate | 74.3% | 72.9%+1.4pp | 76.6%-2.3pp | 68.3%+6.0pp |
| Annual return | 15.03% | 25.00%-10.0pp | 24.27%-9.2pp | 40.90%-25.9pp |
| Employer contribution / active EE | $852 | $2,360-63.9% | $2,975-71.4% | $2,631-67.6% |
| Participant deferral / active EE | $3,584 | $4,242-15.5% | $5,107-29.8% | $4,212-14.9% |
| Admin fee / account holder | $8,521 | $8,989-5.2% | $12,068-29.4% | $7,344+16.0% |