Filed November 13, 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.
Participant 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 | $74,735 | $183,963-59.4% | $162,163-53.9% | $152,861-51.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 36.86% | 150.76%-113.9pp | 115.59%-78.7pp | 345.32%-308.5pp |
| Employer contribution / active EE | $51,760 | $6,371+712.5% | $5,614+822.0% | $4,762+986.9% |
| Participant deferral / active EE | $1,382 | $8,034-82.8% | $7,298-81.1% | $5,850-76.4% |
| Admin fee / account holder | $15,508 | $13,121+18.2% | $10,843+43.0% | $11,596+33.7% |