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 | $185,382 | $77,899+138.0% | $149,673+23.9% | $75,163+146.6% |
| Participation rate | 97.6% | 65.6%+32.0pp | 78.8%+18.9pp | 67.2%+30.4pp |
| Annual return | 14.79% | 31.72%-16.9pp | 134.42%-119.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $9,929 | $3,137+216.5% | $4,818+106.1% | $2,670+271.9% |
| Participant deferral / active EE | $6,838 | $3,411+100.5% | $5,680+20.4% | $4,125+65.8% |
| Admin fee / account holder | $5,426 | $5,956-8.9% | $13,210-58.9% | $5,651-4.0% |