Filed March 7, 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 | $95,184 | $85,202+11.7% | $172,739-44.9% | $72,985+30.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.89% | 27.32%-2.4pp | 802.84%-777.9pp | 81.00%-56.1pp |
| Employer contribution / active EE | $6,712 | $3,324+101.9% | $5,143+30.5% | $2,440+175.1% |
| Participant deferral / active EE | $4,453 | $3,260+36.6% | $5,198-14.3% | $3,607+23.5% |
| Admin fee / account holder | $2,361 | $5,884-59.9% | $13,954-83.1% | $5,124-53.9% |