Filed July 11, 1996 (most recent of 2 filings on file)
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 | $175,405 | $87,013+101.6% | $106,213+65.1% | $80,856+116.9% |
| Participation rate | 88.6% | 70.4%+18.2pp | 75.3%+13.4pp | 67.6%+21.0pp |
| Annual return | 13.16% | 17.05%-3.9pp | 116.14%-103.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,849 | $2,395+60.7% | $3,171+21.4% | $2,755+39.7% |
| Participant deferral / active EE | $7,337 | $3,986+84.1% | $5,016+46.3% | $4,296+70.8% |
| Admin fee / account holder | $5,461 | $8,431-35.2% | $11,033-50.5% | $6,918-21.1% |