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 | $11,700 | $60,124-80.5% | $90,404-87.1% | $79,858-85.3% |
| Participation rate | 74.1% | 65.0%+9.1pp | 72.7%+1.4pp | 69.6%+4.4pp |
| Annual return | 16.34% | 71.94%-55.6pp | 1293.02%-1276.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $963 | $2,068-53.4% | $3,262-70.5% | $2,471-61.0% |
| Participant deferral / active EE | $668 | $2,938-77.3% | $3,963-83.1% | $3,740-82.1% |
| Admin fee / account holder | $489 | $3,976-87.7% | $5,611-91.3% | $5,306-90.8% |