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 | $211,677 | $67,331+214.4% | $60,874+247.7% | $134,475+57.4% |
| Participation rate | 94.7% | 76.2%+18.6pp | 73.1%+21.6pp | 81.2%+13.5pp |
| Annual return | -8.25% | 49.93%-58.2pp | 16.90%-25.1pp | 417.96%-426.2pp |
| Employer contribution / active EE | $12,068 | $3,096+289.7% | $2,701+346.7% | $4,740+154.6% |
| Participant deferral / active EE | $5,718 | $4,538+26.0% | $3,817+49.8% | $6,400-10.7% |
| Admin fee / account holder | $7,930 | $4,582+73.1% | $3,224+146.0% | $11,426-30.6% |