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 | $82,173 | $171,865-52.2% | $149,718-45.1% | $147,584-44.3% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 14.66% | 2113.22%-2098.6pp | 1501.63%-1487.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,316 | $6,275-63.1% | $5,445-57.5% | $4,876-52.5% |
| Participant deferral / active EE | $3,023 | $7,271-58.4% | $6,569-54.0% | $5,439-44.4% |
| Admin fee / account holder | $1,352 | $13,799-90.2% | $11,283-88.0% | $10,885-87.6% |