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 | $59,574 | $109,359-45.5% | $162,163-63.3% | $72,985-18.4% |
| Participation rate | 97.7% | 84.3%+13.5pp | 87.6%+10.2pp | 69.5%+28.2pp |
| Annual return | 19.42% | 25.46%-6.0pp | 115.59%-96.2pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,927 | $3,907-50.7% | $5,614-65.7% | $2,440-21.0% |
| Participant deferral / active EE | $3,190 | $5,481-41.8% | $7,298-56.3% | $3,607-11.6% |
| Admin fee / account holder | $1,465 | $7,972-81.6% | $10,843-86.5% | $5,124-71.4% |