Filed December 6, 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 | $168,995 | $99,032+70.6% | $80,019+111.2% | $135,375+24.8% |
| Participation rate | 95.8% | 78.4%+17.5pp | 75.8%+20.0pp | 82.6%+13.2pp |
| Annual return | -2.80% | 15.39%-18.2pp | 11.22%-14.0pp | 519.73%-522.5pp |
| Employer contribution / active EE | $4,245 | $3,043+39.5% | $2,468+72.0% | $4,779-11.2% |
| Participant deferral / active EE | $3,931 | $4,282-8.2% | $3,686+6.7% | $5,609-29.9% |
| Admin fee / account holder | $4,326 | $10,436-58.5% | $6,521-33.7% | $10,827-60.0% |