Filed September 3, 1996 (most recent of 2 filings on file)
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 | $122,907 | $94,529+30.0% | $140,016-12.2% | $64,186+91.5% |
| Participation rate | 90.4% | 84.1%+6.3pp | 87.5%+2.9pp | 69.6%+20.8pp |
| Annual return | -0.73% | 7.77%-8.5pp | 651.12%-651.8pp | 7.63%-8.4pp |
| Employer contribution / active EE | $2,512 | $3,812-34.1% | $5,606-55.2% | $2,381+5.5% |
| Participant deferral / active EE | $3,726 | $5,250-29.0% | $6,927-46.2% | $3,470+7.4% |
| Admin fee / account holder | $11,316 | $6,741+67.9% | $10,705+5.7% | $4,888+131.5% |