Filed December 16, 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 | $144,473 | $105,998+36.3% | $92,233+56.6% | $147,584-2.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.21% | 50.05%-38.8pp | 176.28%-165.1pp | 578.55%-567.3pp |
| Employer contribution / active EE | $3,289 | $4,333-24.1% | $3,679-10.6% | $4,876-32.5% |
| Participant deferral / active EE | $4,038 | $4,478-9.8% | $3,897+3.6% | $5,439-25.8% |
| Admin fee / account holder | $5,524 | $6,332-12.8% | $5,194+6.4% | $10,885-49.3% |