Filed April 25, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,899 | $109,359-80.0% | $162,163-86.5% | $72,985-70.0% |
| Participation rate | 97.7% | 84.3%+13.5pp | 87.6%+10.2pp | 69.5%+28.2pp |
| Annual return | -7.22% | 25.46%-32.7pp | 115.59%-122.8pp | 81.00%-88.2pp |
| Employer contribution / active EE | $1,822 | $3,907-53.4% | $5,614-67.6% | $2,440-25.3% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $327 | $7,972-95.9% | $10,843-97.0% | $5,124-93.6% |