Filed January 22, 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 | $64,405 | $153,772-58.1% | $133,980-51.9% | $273,961-76.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 9.50% | 36.51%-27.0pp | 29.30%-19.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $2,828 | $6,029-53.1% | $5,211-45.7% | $4,869-41.9% |
| Participant deferral / active EE | $2,468 | $6,958-64.5% | $6,282-60.7% | $5,287-53.3% |
| Admin fee / account holder | $1,318 | $11,765-88.8% | $9,324-85.9% | $10,132-87.0% |