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 | $115,045 | $91,190+26.2% | $178,490-35.5% | $79,858+44.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.80% | 24.19%-14.4pp | 151.07%-141.3pp | 31.71%-21.9pp |
| Employer contribution / active EE | $9,354 | $3,256+187.3% | $5,011+86.7% | $2,471+278.6% |
| Participant deferral / active EE | $5,773 | $3,236+78.4% | $5,202+11.0% | $3,740+54.4% |
| Admin fee / account holder | $3,422 | $6,751-49.3% | $13,984-75.5% | $5,306-35.5% |