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.
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 | $75,450 | $84,233-10.4% | $170,442-55.7% | $70,131+7.6% |
| Participation rate | 80.5% | 70.8%+9.7pp | 83.6%-3.1pp | 69.5%+10.9pp |
| Annual return | 19.08% | 23.06%-4.0pp | 205.93%-186.8pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,593 | $3,387-53.0% | $5,433-70.7% | $2,342-32.0% |
| Participant deferral / active EE | $2,940 | $3,086-4.7% | $4,939-40.5% | $3,332-11.8% |
| Admin fee / account holder | $18,072 | $5,698+217.2% | $13,880+30.2% | $4,645+289.0% |