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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,365 | $138,347-57.1% | $184,203-67.8% | $80,856-26.6% |
| Participation rate | 98.8% | 83.9%+14.9pp | 86.8%+11.9pp | 67.6%+31.1pp |
| Annual return | 27.94% | 20.02%+7.9pp | 28.81%-0.9pp | 35.59%-7.7pp |
| Employer contribution / active EE | $1,650 | $4,850-66.0% | $6,427-74.3% | $2,755-40.1% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,222 | $10,483-88.3% | $13,901-91.2% | $6,918-82.3% |