Filed September 11, 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 | $16,700 | $102,966-83.8% | $90,281-81.5% | $152,861-89.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.02% | 95.16%-70.1pp | 78.10%-53.1pp | 345.32%-320.3pp |
| Employer contribution / active EE | $3,089 | $3,139-1.6% | $2,854+8.2% | $4,762-35.1% |
| Participant deferral / active EE | $1,953 | $4,281-54.4% | $3,885-49.7% | $5,850-66.6% |
| Admin fee / account holder | $410 | $6,171-93.4% | $5,351-92.3% | $11,596-96.5% |