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 | $123,296 | $74,888+64.6% | $71,209+73.1% | $142,382-13.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.62% | 345.14%-330.5pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $6,056 | $2,854+112.2% | $2,721+122.6% | $4,299+40.9% |
| Participant deferral / active EE | $11,123 | $4,454+149.7% | $4,175+166.4% | $6,507+70.9% |
| Admin fee / account holder | $9,877 | $5,568+77.4% | $5,349+84.7% | $12,624-21.8% |