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 | $53,516-52.8% | $126,539-80.0% | $84,808-70.2% |
| Participation rate | 88.0% | 58.2%+29.8pp | 69.8%+18.2pp | 68.3%+19.7pp |
| Annual return | 13.52% | 58.34%-44.8pp | 425.95%-412.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $905 | $1,535-41.1% | $3,674-75.4% | $2,631-65.6% |
| Participant deferral / active EE | $2,096 | $2,671-21.5% | $4,083-48.7% | $4,212-50.2% |
| Admin fee / account holder | $717 | $4,497-84.1% | $6,065-88.2% | $7,344-90.2% |