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 | $187,572 | $73,515+155.1% | $62,995+197.8% | $147,584+27.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.19% | 175.43%-163.2pp | 87.57%-75.4pp | 578.55%-566.4pp |
| Employer contribution / active EE | $10,420 | $3,320+213.8% | $2,759+277.7% | $4,876+113.7% |
| Participant deferral / active EE | $5,003 | $4,185+19.6% | $3,329+50.3% | $5,439-8.0% |
| Admin fee / account holder | $3,079 | $5,953-48.3% | $3,600-14.5% | $10,885-71.7% |