Filed March 18, 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 | $70,964 | $48,364+46.7% | $71,796-1.2% | $62,891+12.8% |
| Participation rate | 88.7% | 60.6%+28.1pp | 69.1%+19.6pp | 69.3%+19.4pp |
| Annual return | 6.49% | 13.16%-6.7pp | 78.04%-71.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $704 | $1,042-32.4% | $1,924-63.4% | $2,281-69.1% |
| Participant deferral / active EE | $2,311 | $2,091+10.5% | $2,794-17.3% | $3,203-27.9% |
| Admin fee / account holder | $1,507 | $3,771-60.0% | $4,815-68.7% | $4,296-64.9% |