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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,115 | $107,334+7.2% | $92,893+23.9% | $152,861-24.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.48% | 145.58%-142.1pp | 109.41%-105.9pp | 345.32%-341.8pp |
| Employer contribution / active EE | $8,082 | $4,221+91.5% | $3,653+121.3% | $4,762+69.7% |
| Participant deferral / active EE | $7,252 | $4,845+49.7% | $4,236+71.2% | $5,850+24.0% |
| Admin fee / account holder | $6,976 | $7,079-1.5% | $5,794+20.4% | $11,596-39.8% |