Filed January 1, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,712 | $84,695-90.9% | $73,843-89.6% | $125,391-93.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.49% | 3123.53%-3122.0pp | 2267.84%-2266.4pp | 282.22%-280.7pp |
| Employer contribution / active EE | $707 | $3,123-77.4% | $2,787-74.6% | $4,866-85.5% |
| Participant deferral / active EE | $300 | $3,992-92.5% | $3,583-91.6% | $5,352-94.4% |
| Admin fee / account holder | $6,181 | $5,691+8.6% | $4,880+26.7% | $9,540-35.2% |