Filed October 3, 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 | $55,349 | $67,411-17.9% | $91,001-39.2% | $70,131-21.1% |
| Participation rate | 97.8% | 71.4%+26.4pp | 75.6%+22.2pp | 69.5%+28.2pp |
| Annual return | 12.23% | -40.16%+52.4pp | 4.60%+7.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,744 | $1,786-2.3% | $2,456-29.0% | $2,342-25.5% |
| Participant deferral / active EE | $1,950 | $2,823-30.9% | $3,547-45.0% | $3,332-41.5% |
| Admin fee / account holder | $1,037 | $4,236-75.5% | $5,417-80.9% | $4,645-77.7% |