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 | $161,217 | $73,867+118.3% | $143,757+12.1% | $68,494+135.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.33% | 1.01%-17.3pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $10,095 | $3,184+217.0% | $4,951+103.9% | $2,596+288.8% |
| Participant deferral / active EE | $7,239 | $3,384+113.9% | $5,637+28.4% | $4,027+79.8% |
| Admin fee / account holder | $10,010 | $5,755+73.9% | $14,673-31.8% | $5,403+85.3% |