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 | $141,641 | $185,822-23.8% | $169,993-16.7% | $139,434+1.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.72% | 60.50%-47.8pp | 53.37%-40.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,773 | $7,590-63.5% | $6,785-59.1% | $4,751-41.6% |
| Participant deferral / active EE | $3,117 | $11,622-73.2% | $10,408-70.1% | $6,710-53.6% |
| Admin fee / account holder | $29,064 | $15,381+89.0% | $12,815+126.8% | $11,403+154.9% |