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 | $50,269 | $94,529-46.8% | $140,016-64.1% | $64,186-21.7% |
| Participation rate | 97.6% | 84.1%+13.5pp | 87.5%+10.1pp | 69.6%+28.1pp |
| Annual return | -4.49% | 7.77%-12.3pp | 651.12%-655.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,857 | $3,812-51.3% | $5,606-66.9% | $2,381-22.0% |
| Participant deferral / active EE | $2,970 | $5,250-43.4% | $6,927-57.1% | $3,470-14.4% |
| Admin fee / account holder | $5,778 | $6,741-14.3% | $10,705-46.0% | $4,888+18.2% |