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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,759 | $124,281+32.6% | $109,143+51.0% | $167,490-1.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.05% | 26.04%-18.0pp | 25.75%-17.7pp | 478.56%-470.5pp |
| Employer contribution / active EE | $7,426 | $4,207+76.5% | $3,722+99.5% | $4,837+53.5% |
| Participant deferral / active EE | $7,767 | $5,255+47.8% | $4,653+66.9% | $6,341+22.5% |
| Admin fee / account holder | $17,906 | $7,970+124.7% | $6,752+165.2% | $12,309+45.5% |