Filed May 7, 1996 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,778 | $209,411+26.9% | $178,490+48.9% | $158,922+67.2% |
| Participation rate | 73.7% | 86.3%-12.7pp | 81.9%-8.2pp | 82.0%-8.3pp |
| Annual return | 9.21% | 188.75%-179.5pp | 151.07%-141.9pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,295 | $5,706-77.3% | $5,011-74.2% | $4,761-72.8% |
| Participant deferral / active EE | $1,139 | $5,954-80.9% | $5,202-78.1% | $5,982-81.0% |
| Admin fee / account holder | $38,805 | $17,074+127.3% | $13,984+177.5% | $11,246+245.1% |