Filed November 22, 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 | $25,269 | $52,353-51.7% | $120,225-79.0% | $82,448-69.4% |
| Participation rate | 88.0% | 58.3%+29.7pp | 69.6%+18.4pp | 68.1%+19.9pp |
| Annual return | 13.52% | 61.85%-48.3pp | 439.23%-425.7pp | 41.64%-28.1pp |
| Employer contribution / active EE | $905 | $1,510-40.1% | $3,475-74.0% | $2,551-64.5% |
| Participant deferral / active EE | $2,096 | $2,627-20.2% | $3,999-47.6% | $4,139-49.4% |
| Admin fee / account holder | $717 | $4,363-83.6% | $5,696-87.4% | $7,234-90.1% |