Filed July 5, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,488 | $64,707+22.8% | $112,228-29.2% | $68,494+16.1% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.1%+12.4pp | 67.9%+19.6pp |
| Annual return | -19.47% | -11.40%-8.1pp | 27.45%-46.9pp | -7.84%-11.6pp |
| Employer contribution / active EE | $5,868 | $2,746+113.7% | $3,635+61.4% | $2,596+126.0% |
| Participant deferral / active EE | $6,371 | $3,565+78.7% | $4,728+34.7% | $4,027+58.2% |
| Admin fee / account holder | $2,477 | $5,232-52.6% | $6,410-61.4% | $5,403-54.1% |