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 | $125,518 | $81,460+54.1% | $103,333+21.5% | $80,856+55.2% |
| Participation rate | 98.1% | 66.8%+31.2pp | 74.5%+23.6pp | 67.6%+30.4pp |
| Annual return | 16.21% | 25.55%-9.3pp | 24.88%-8.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,359 | $3,105-24.0% | $3,868-39.0% | $2,755-14.4% |
| Participant deferral / active EE | $9,438 | $3,869+144.0% | $5,057+86.6% | $4,296+119.7% |
| Admin fee / account holder | $13,087 | $6,566+99.3% | $8,355+56.6% | $6,918+89.2% |