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 | $207,913 | $67,411+208.4% | $91,001+128.5% | $70,131+196.5% |
| Participation rate | 98.6% | 71.4%+27.3pp | 75.6%+23.0pp | 69.5%+29.1pp |
| Annual return | 18.56% | -40.16%+58.7pp | 4.60%+14.0pp | 73.14%-54.6pp |
| Employer contribution / active EE | $7,395 | $1,786+314.1% | $2,456+201.1% | $2,342+215.7% |
| Participant deferral / active EE | $7,737 | $2,823+174.1% | $3,547+118.1% | $3,332+132.2% |
| Admin fee / account holder | $7,383 | $4,236+74.3% | $5,417+36.3% | $4,645+58.9% |