Filed February 28, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,671 | $62,586-81.4% | $76,768-84.8% | $64,186-81.8% |
| Participation rate | 97.1% | 72.8%+24.3pp | 77.0%+20.2pp | 69.6%+27.6pp |
| Annual return | -28.90% | -1.95%-27.0pp | 2.43%-31.3pp | 7.63%-36.5pp |
| Employer contribution / active EE | $2,869 | $1,832+56.6% | $2,485+15.4% | $2,381+20.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,071 | $4,667-77.1% | $6,675-84.0% | $4,888-78.1% |