Filed December 30, 1996 (most recent of 2 filings on file)
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 | $29,720 | $95,416-68.9% | $185,823-84.0% | $85,850-65.4% |
| Participation rate | 73.4% | 68.8%+4.7pp | 81.7%-8.3pp | 69.3%+4.1pp |
| Annual return | 9.43% | 23.59%-14.2pp | 122.05%-112.6pp | 318.53%-309.1pp |
| Employer contribution / active EE | $762 | $3,314-77.0% | $5,167-85.3% | $2,565-70.3% |
| Participant deferral / active EE | $1,610 | $3,423-53.0% | $5,568-71.1% | $3,952-59.3% |
| Admin fee / account holder | $3,864 | $7,213-46.4% | $16,237-76.2% | $6,260-38.3% |