Filed March 8, 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 | $104,592 | $152,587-31.5% | $125,175-16.4% | $152,861-31.6% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 18.55% | 54.84%-36.3pp | 43.79%-25.2pp | 345.32%-326.8pp |
| Employer contribution / active EE | $968 | $4,946-80.4% | $3,865-75.0% | $4,762-79.7% |
| Participant deferral / active EE | $3,684 | $5,868-37.2% | $4,937-25.4% | $5,850-37.0% |
| Admin fee / account holder | $21,061 | $13,434+56.8% | $9,702+117.1% | $11,596+81.6% |