Filed March 6, 1996 (most recent of 2 filings on file)
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 | $141,635 | $153,311-7.6% | $109,313+29.6% | $273,961-48.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.98% | 29.86%-20.9pp | 22.07%-13.1pp | 41.45%-32.5pp |
| Employer contribution / active EE | $8,543 | $5,619+52.0% | $3,892+119.5% | $4,869+75.5% |
| Participant deferral / active EE | $11,564 | $3,932+194.1% | $3,166+265.2% | $5,287+118.7% |
| Admin fee / account holder | $9,657 | $8,076+19.6% | $5,666+70.4% | $10,132-4.7% |