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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,068 | $85,202+26.8% | $172,739-37.4% | $72,985+48.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 2.16% | 27.32%-25.2pp | 802.84%-800.7pp | 81.00%-78.8pp |
| Employer contribution / active EE | $8,764 | $3,324+163.6% | $5,143+70.4% | $2,440+259.2% |
| Participant deferral / active EE | $4,898 | $3,260+50.2% | $5,198-5.8% | $3,607+35.8% |
| Admin fee / account holder | $38,297 | $5,884+550.9% | $13,954+174.5% | $5,124+647.4% |