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 | $76,776 | $138,347-44.5% | $184,203-58.3% | $80,856-5.0% |
| Participation rate | 92.7% | 83.9%+8.9pp | 86.8%+5.9pp | 67.6%+25.1pp |
| Annual return | 11.83% | 20.02%-8.2pp | 28.81%-17.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,336 | $4,850-51.8% | $6,427-63.7% | $2,755-15.2% |
| Participant deferral / active EE | $4,507 | $7,071-36.3% | $9,131-50.6% | $4,296+4.9% |
| Admin fee / account holder | $3,926 | $10,483-62.5% | $13,901-71.8% | $6,918-43.2% |