Filed July 22, 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 | $101,189 | $160,055-36.8% | $140,016-27.7% | $135,375-25.3% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -0.17% | 911.38%-911.6pp | 651.12%-651.3pp | 519.73%-519.9pp |
| Employer contribution / active EE | $1,633 | $6,420-74.6% | $5,606-70.9% | $4,779-65.8% |
| Participant deferral / active EE | $4,001 | $7,642-47.6% | $6,927-42.2% | $5,609-28.7% |
| Admin fee / account holder | $2,609 | $13,328-80.4% | $10,705-75.6% | $10,827-75.9% |