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 | $212,365 | $176,812+20.1% | $146,665+44.8% | $167,490+26.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.51% | 24.03%-11.5pp | 22.74%-10.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,862 | $5,160-44.5% | $4,136-30.8% | $4,837-40.8% |
| Participant deferral / active EE | $6,266 | $6,440-2.7% | $5,506+13.8% | $6,341-1.2% |
| Admin fee / account holder | $2,366 | $13,259-82.2% | $10,280-77.0% | $12,309-80.8% |