Filed July 23, 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 | $84,132 | $77,634+8.4% | $156,549-46.3% | $62,891+33.8% |
| Participation rate | 70.2% | 71.2%-1.0pp | 84.0%-13.8pp | 69.3%+0.9pp |
| Annual return | 7.82% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $901 | $3,444-73.8% | $5,501-83.6% | $2,281-60.5% |
| Participant deferral / active EE | $4,393 | $3,045+44.3% | $4,871-9.8% | $3,203+37.2% |
| Admin fee / account holder | $17,155 | $5,561+208.5% | $13,027+31.7% | $4,296+299.4% |