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 | $16,022 | $123,793-87.1% | $177,821-91.0% | $79,858-79.9% |
| Participation rate | 97.7% | 84.7%+13.1pp | 87.7%+10.0pp | 69.6%+28.1pp |
| Annual return | -29.73% | 22.82%-52.6pp | 48.32%-78.1pp | 31.71%-61.4pp |
| Employer contribution / active EE | $2,127 | $4,095-48.1% | $5,918-64.1% | $2,471-13.9% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $876 | $7,243-87.9% | $12,427-93.0% | $5,306-83.5% |