Filed May 2, 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 | $141,104 | $76,000+85.7% | $154,107-8.4% | $64,186+119.8% |
| Participation rate | 98.2% | 70.4%+27.8pp | 83.0%+15.2pp | 69.6%+28.6pp |
| Annual return | 7.81% | 30.32%-22.5pp | 735.12%-727.3pp | 7.63%+0.2pp |
| Employer contribution / active EE | $7,409 | $3,351+121.1% | $5,298+39.9% | $2,381+211.2% |
| Participant deferral / active EE | $5,026 | $3,175+58.3% | $5,081-1.1% | $3,470+44.9% |
| Admin fee / account holder | $5,828 | $5,596+4.1% | $13,411-56.5% | $4,888+19.2% |