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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,552 | $125,758-47.1% | $169,993-60.8% | $75,163-11.5% |
| Participation rate | 92.5% | 83.6%+8.9pp | 87.0%+5.5pp | 67.2%+25.3pp |
| Annual return | 12.45% | 27.20%-14.7pp | 53.37%-40.9pp | 160.62%-148.2pp |
| Employer contribution / active EE | $2,249 | $4,615-51.3% | $6,785-66.9% | $2,670-15.8% |
| Participant deferral / active EE | $4,475 | $6,837-34.6% | $10,408-57.0% | $4,125+8.5% |
| Admin fee / account holder | $3,645 | $8,173-55.4% | $12,815-71.6% | $5,651-35.5% |