Filed January 22, 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 | $52,333 | $56,277-7.0% | $80,975-35.4% | $62,891-16.8% |
| Participation rate | 89.7% | 69.0%+20.7pp | 75.8%+13.8pp | 69.3%+20.3pp |
| Annual return | 7.21% | 22.12%-14.9pp | 17.10%-9.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $388 | $1,943-80.1% | $3,714-89.6% | $2,281-83.0% |
| Participant deferral / active EE | $3,876 | $4,195-7.6% | $5,696-32.0% | $3,203+21.0% |
| Admin fee / account holder | $502 | $3,741-86.6% | $5,516-90.9% | $4,296-88.3% |