Filed April 22, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,925 | $81,460+93.9% | $103,333+52.8% | $80,856+95.3% |
| Participation rate | 86.2% | 66.8%+19.4pp | 74.5%+11.7pp | 67.6%+18.6pp |
| Annual return | 6.22% | 25.55%-19.3pp | 24.88%-18.7pp | 35.59%-29.4pp |
| Employer contribution / active EE | $4,236 | $3,105+36.4% | $3,868+9.5% | $2,755+53.8% |
| Participant deferral / active EE | $24 | $3,869-99.4% | $5,057-99.5% | $4,296-99.4% |
| Admin fee / account holder | $9,832 | $6,566+49.7% | $8,355+17.7% | $6,918+42.1% |