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 | $191,981 | $69,518+176.2% | $59,878+220.6% | $135,375+41.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.42% | 7.94%-11.4pp | 3.46%-6.9pp | 519.73%-523.2pp |
| Employer contribution / active EE | $11,572 | $3,235+257.8% | $2,722+325.2% | $4,779+142.2% |
| Participant deferral / active EE | $6,188 | $4,206+47.1% | $3,402+81.9% | $5,609+10.3% |
| Admin fee / account holder | $20,615 | $5,734+259.5% | $3,590+474.2% | $10,827+90.4% |