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 | $62,727 | $123,793-49.3% | $177,821-64.7% | $79,858-21.5% |
| Participation rate | 97.6% | 84.7%+12.9pp | 87.7%+9.8pp | 69.6%+27.9pp |
| Annual return | 12.77% | 22.82%-10.0pp | 48.32%-35.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,345 | $4,095-42.7% | $5,918-60.4% | $2,471-5.1% |
| Participant deferral / active EE | $4,234 | $5,956-28.9% | $7,714-45.1% | $3,740+13.2% |
| Admin fee / account holder | $8,649 | $7,243+19.4% | $12,427-30.4% | $5,306+63.0% |