Filed August 16, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,626 | $57,354+78.9% | $83,848+22.4% | $64,186+59.9% |
| Participation rate | 97.4% | 68.6%+28.8pp | 76.1%+21.3pp | 69.6%+27.9pp |
| Annual return | 9.75% | 11.38%-1.6pp | 850.88%-841.1pp | 7.63%+2.1pp |
| Employer contribution / active EE | $1,955 | $2,545-23.2% | $3,631-46.2% | $2,381-17.9% |
| Participant deferral / active EE | $7,489 | $2,993+150.2% | $4,082+83.5% | $3,470+115.9% |
| Admin fee / account holder | $11,417 | $4,046+182.2% | $5,478+108.4% | $4,888+133.6% |