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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,004 | $73,867+19.1% | $143,757-38.8% | $68,494+28.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.51% | 1.01%-22.5pp | -0.04%-21.5pp | -7.84%-13.7pp |
| Employer contribution / active EE | $6,917 | $3,184+117.2% | $4,951+39.7% | $2,596+166.4% |
| Participant deferral / active EE | $5,057 | $3,384+49.4% | $5,637-10.3% | $4,027+25.6% |
| Admin fee / account holder | $3,579 | $5,755-37.8% | $14,673-75.6% | $5,403-33.8% |