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 | $186,372 | $95,416+95.3% | $185,823+0.3% | $85,850+117.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 23.97% | 23.59%+0.4pp | 122.05%-98.1pp | 318.53%-294.6pp |
| Employer contribution / active EE | $9,536 | $3,314+187.8% | $5,167+84.6% | $2,565+271.8% |
| Participant deferral / active EE | $7,067 | $3,423+106.4% | $5,568+26.9% | $3,952+78.8% |
| Admin fee / account holder | $9,195 | $7,213+27.5% | $16,237-43.4% | $6,260+46.9% |