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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,863 | $142,344+6.7% | $119,609+27.0% | $134,475+12.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.82% | -12.44%-6.4pp | -14.97%-3.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,313 | $5,222-17.4% | $4,232+1.9% | $4,740-9.0% |
| Participant deferral / active EE | $6,913 | $6,469+6.9% | $5,602+23.4% | $6,400+8.0% |
| Admin fee / account holder | $3,555 | $13,584-73.8% | $10,323-65.6% | $11,426-68.9% |