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 | $26,897 | $81,248-66.9% | $155,509-82.7% | $80,856-66.7% |
| Participation rate | 70.5% | 66.2%+4.3pp | 78.2%-7.7pp | 67.6%+2.9pp |
| Annual return | 10.24% | 33.31%-23.1pp | 64.67%-54.4pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,344 | $3,100-56.7% | $4,672-71.2% | $2,755-51.2% |
| Participant deferral / active EE | $2,319 | $3,452-32.8% | $5,626-58.8% | $4,296-46.0% |
| Admin fee / account holder | $1,039 | $7,997-87.0% | $15,912-93.5% | $6,918-85.0% |