Filed July 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.
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 | $180,744 | $58,828+207.2% | $77,999+131.7% | $62,891+187.4% |
| Participation rate | 97.1% | 71.1%+26.1pp | 75.5%+21.6pp | 69.3%+27.8pp |
| Annual return | 7.60% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $7,455 | $1,672+345.9% | $2,470+201.8% | $2,281+226.8% |
| Participant deferral / active EE | $7,573 | $2,686+182.0% | $3,497+116.6% | $3,203+136.4% |
| Admin fee / account holder | $5,632 | $4,393+28.2% | $5,480+2.8% | $4,296+31.1% |