Filed December 31, 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 | $90,683 | $96,635-6.2% | $86,612+4.7% | $139,434-35.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.84% | 106.41%-90.6pp | 591.07%-575.2pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,756 | $3,263+15.1% | $3,022+24.3% | $4,751-20.9% |
| Participant deferral / active EE | $8,541 | $4,836+76.6% | $4,438+92.5% | $6,710+27.3% |
| Admin fee / account holder | $379 | $6,408-94.1% | $5,614-93.3% | $11,403-96.7% |