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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,585 | $76,367-16.7% | $93,606-32.1% | $72,985-12.9% |
| Participation rate | 96.8% | 71.7%+25.0pp | 75.8%+20.9pp | 69.5%+27.3pp |
| Annual return | 20.15% | 25.82%-5.7pp | 32.76%-12.6pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,964 | $2,275-13.7% | $2,718-27.7% | $2,440-19.5% |
| Participant deferral / active EE | $2,576 | $3,538-27.2% | $4,069-36.7% | $3,607-28.6% |
| Admin fee / account holder | $1,077 | $6,838-84.2% | $7,888-86.3% | $5,124-79.0% |