Filed August 20, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,186 | $65,685+181.9% | $57,179+223.9% | $273,961-32.4% |
| Participation rate | 93.3% | 78.3%+15.0pp | 75.3%+18.0pp | 83.0%+10.3pp |
| Annual return | 5.98% | 21.99%-16.0pp | 14.59%-8.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $9,907 | $3,279+202.2% | $2,682+269.3% | $4,869+103.5% |
| Participant deferral / active EE | $5,251 | $3,782+38.8% | $3,096+69.6% | $5,287-0.7% |
| Admin fee / account holder | $11,231 | $4,835+132.3% | $3,139+257.8% | $10,132+10.8% |