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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,619 | $109,359+34.1% | $162,163-9.6% | $72,985+100.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 15.66% | 25.46%-9.8pp | 115.59%-99.9pp | 81.00%-65.3pp |
| Employer contribution / active EE | $3,208 | $3,907-17.9% | $5,614-42.9% | $2,440+31.5% |
| Participant deferral / active EE | $4,671 | $5,481-14.8% | $7,298-36.0% | $3,607+29.5% |
| Admin fee / account holder | $4,142 | $7,972-48.0% | $10,843-61.8% | $5,124-19.2% |