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 | $142,776 | $133,958+6.6% | $112,228+27.2% | $134,475+6.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.31% | 47.11%-58.4pp | 27.45%-38.8pp | 417.96%-429.3pp |
| Employer contribution / active EE | $7,339 | $4,038+81.7% | $3,635+101.9% | $4,740+54.8% |
| Participant deferral / active EE | $9,208 | $5,291+74.0% | $4,728+94.8% | $6,400+43.9% |
| Admin fee / account holder | $13,134 | $7,489+75.4% | $6,410+104.9% | $11,426+15.0% |