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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,697 | $86,944+3.2% | $107,525-16.6% | $74,304+20.7% |
| Participation rate | 88.5% | 59.6%+28.9pp | 75.1%+13.4pp | 60.3%+28.1pp |
| Annual return | 20.11% | 23.52%-3.4pp | 181.32%-161.2pp | 29.43%-9.3pp |
| Employer contribution / active EE | -$52 | $2,757-101.9% | $3,754-101.4% | $2,241-102.3% |
| Participant deferral / active EE | $6,235 | $3,554+75.4% | $5,116+21.9% | $3,767+65.5% |
| Admin fee / account holder | $4,152 | $3,727+11.4% | $8,919-53.5% | $2,969+39.8% |