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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,498 | $73,933+60.3% | $96,683+22.6% | $75,163+57.7% |
| Participation rate | 92.5% | 66.4%+26.0pp | 74.3%+18.1pp | 67.2%+25.3pp |
| Annual return | -3.85% | 26.70%-30.5pp | 35.69%-39.5pp | 160.62%-164.5pp |
| Employer contribution / active EE | $2,200 | $2,928-24.9% | $3,737-41.1% | $2,670-17.6% |
| Participant deferral / active EE | $8,100 | $3,659+121.4% | $4,878+66.0% | $4,125+96.4% |
| Admin fee / account holder | $6,619 | $5,216+26.9% | $6,730-1.6% | $5,651+17.1% |