Filed March 26, 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 7-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,610 | $88,751-57.6% | $81,812-54.0% | $145,922-74.2% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.3%+4.6pp | 80.3%-3.4pp |
| Annual return | 6.73% | 1025.40%-1018.7pp | 773.79%-767.1pp | 561.29%-554.6pp |
| Employer contribution / active EE | $3,722 | $3,083+20.7% | $2,912+27.8% | $4,660-20.1% |
| Participant deferral / active EE | $8,163 | $4,643+75.8% | $4,319+89.0% | $6,688+22.1% |
| Admin fee / account holder | $35,893 | $8,415+326.5% | $7,386+386.0% | $13,397+167.9% |