Filed April 19, 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 9-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 | $88,442 | $97,757-9.5% | $83,848+5.5% | $135,375-34.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.27% | 1287.37%-1283.1pp | 850.88%-846.6pp | 519.73%-515.5pp |
| Employer contribution / active EE | $13,500 | $4,222+219.8% | $3,631+271.8% | $4,779+182.5% |
| Participant deferral / active EE | $8,817 | $4,682+88.3% | $4,082+116.0% | $5,609+57.2% |
| Admin fee / account holder | $25,449 | $6,674+281.3% | $5,478+364.5% | $10,827+135.0% |