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 | $27,946 | $109,817-74.6% | $98,442-71.6% | $167,490-83.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 98.41% | 1956.69%-1858.3pp | 1492.73%-1394.3pp | 478.56%-380.2pp |
| Employer contribution / active EE | $3,820 | $3,224+18.5% | $2,960+29.1% | $4,837-21.0% |
| Participant deferral / active EE | $1,903 | $4,673-59.3% | $4,276-55.5% | $6,341-70.0% |
| Admin fee / account holder | $5,141 | $6,753-23.9% | $5,949-13.6% | $12,309-58.2% |