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 | $21,238 | $54,350-60.9% | $82,719-74.3% | $68,494-69.0% |
| Participation rate | 82.8% | 63.9%+18.8pp | 72.6%+10.2pp | 67.9%+14.9pp |
| Annual return | -13.77% | -13.67%-0.1pp | 701.18%-714.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,664 | $2,218-25.0% | $3,009-44.7% | $2,596-35.9% |
| Participant deferral / active EE | $1,133 | $3,246-65.1% | $4,395-74.2% | $4,027-71.9% |
| Admin fee / account holder | $4,174 | $4,395-5.0% | $5,329-21.7% | $5,403-22.7% |