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 | $240,797 | $118,680+102.9% | $98,907+143.5% | $158,922+51.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.20% | 372.35%-352.2pp | 196.43%-176.2pp | 302.83%-282.6pp |
| Employer contribution / active EE | $3,169 | $3,333-4.9% | $2,689+17.8% | $4,761-33.4% |
| Participant deferral / active EE | $5,420 | $5,088+6.5% | $4,244+27.7% | $5,982-9.4% |
| Admin fee / account holder | $2,702 | $10,131-73.3% | $6,642-59.3% | $11,246-76.0% |