Filed April 10, 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 | $87,895 | $99,079-11.3% | $77,999+12.7% | $273,961-67.9% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 8.99% | 217.93%-208.9pp | 425.96%-417.0pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,450 | $3,308-56.1% | $2,470-41.3% | $4,869-70.2% |
| Participant deferral / active EE | $3,744 | $4,306-13.1% | $3,497+7.1% | $5,287-29.2% |
| Admin fee / account holder | $24,359 | $8,954+172.0% | $5,480+344.5% | $10,132+140.4% |