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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,089 | $80,717-57.8% | $154,803-78.0% | $84,808-59.8% |
| Participation rate | 70.5% | 66.8%+3.7pp | 78.1%-7.6pp | 68.3%+2.2pp |
| Annual return | 16.35% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,475 | $2,761-46.6% | $4,305-65.7% | $2,631-43.9% |
| Participant deferral / active EE | $2,839 | $3,303-14.0% | $5,540-48.8% | $4,212-32.6% |
| Admin fee / account holder | $2,988 | $6,746-55.7% | $14,329-79.1% | $7,344-59.3% |