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 | $143,336 | $209,832-31.7% | $189,513-24.4% | $167,490-14.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.21% | 748.27%-737.1pp | 555.15%-543.9pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,843 | $6,914-58.9% | $6,162-53.9% | $4,837-41.2% |
| Participant deferral / active EE | $3,584 | $8,935-59.9% | $8,221-56.4% | $6,341-43.5% |
| Admin fee / account holder | $2,963 | $14,293-79.3% | $12,045-75.4% | $12,309-75.9% |