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 | $87,123 | $185,822-53.1% | $169,993-48.7% | $139,434-37.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.81% | 60.50%-48.7pp | 53.37%-41.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $5,401 | $7,590-28.8% | $6,785-20.4% | $4,751+13.7% |
| Participant deferral / active EE | $1,186 | $11,622-89.8% | $10,408-88.6% | $6,710-82.3% |
| Admin fee / account holder | $3,341 | $15,381-78.3% | $12,815-73.9% | $11,403-70.7% |