Filed January 1, 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 | $52,730 | $100,041-47.3% | $149,718-64.8% | $70,131-24.8% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.1%+3.8pp | 69.5%+21.4pp |
| Annual return | 13.70% | 27.43%-13.7pp | 1501.63%-1487.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,675 | $3,662-54.3% | $5,445-69.2% | $2,342-28.5% |
| Participant deferral / active EE | $2,539 | $4,983-49.0% | $6,569-61.3% | $3,332-23.8% |
| Admin fee / account holder | $1,750 | $8,286-78.9% | $11,283-84.5% | $4,645-62.3% |