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 | $234,941 | $77,419+203.5% | $69,455+238.3% | $152,861+53.7% |
| Participation rate | 92.3% | 78.1%+14.2pp | 74.6%+17.7pp | 82.4%+9.9pp |
| Annual return | 13.75% | 39.06%-25.3pp | 28.97%-15.2pp | 345.32%-331.6pp |
| Employer contribution / active EE | $11,478 | $3,315+246.2% | $2,779+313.0% | $4,762+141.0% |
| Participant deferral / active EE | $6,657 | $4,414+50.8% | $3,535+88.3% | $5,850+13.8% |
| Admin fee / account holder | $7,349 | $6,207+18.4% | $3,839+91.4% | $11,596-36.6% |