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 | $110,122 | $77,899+41.4% | $149,673-26.4% | $75,163+46.5% |
| Participation rate | 98.0% | 65.6%+32.5pp | 78.8%+19.3pp | 67.2%+30.8pp |
| Annual return | 23.53% | 31.72%-8.2pp | 134.42%-110.9pp | 160.62%-137.1pp |
| Employer contribution / active EE | $6,494 | $3,137+107.0% | $4,818+34.8% | $2,670+143.2% |
| Participant deferral / active EE | $5,288 | $3,411+55.0% | $5,680-6.9% | $4,125+28.2% |
| Admin fee / account holder | $1,150 | $5,956-80.7% | $13,210-91.3% | $5,651-79.7% |