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 | $91,181 | $209,832-56.5% | $189,513-51.9% | $167,490-45.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.07% | 748.27%-737.2pp | 555.15%-544.1pp | 478.56%-467.5pp |
| Employer contribution / active EE | $4,705 | $6,914-32.0% | $6,162-23.6% | $4,837-2.7% |
| Participant deferral / active EE | $1,568 | $8,935-82.5% | $8,221-80.9% | $6,341-75.3% |
| Admin fee / account holder | $3,832 | $14,293-73.2% | $12,045-68.2% | $12,309-68.9% |