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 | $150,293 | $123,793+21.4% | $177,821-15.5% | $79,858+88.2% |
| Participation rate | 92.3% | 84.7%+7.7pp | 87.7%+4.6pp | 69.6%+22.7pp |
| Annual return | 11.96% | 22.82%-10.9pp | 48.32%-36.4pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,911 | $4,095-28.9% | $5,918-50.8% | $2,471+17.8% |
| Participant deferral / active EE | $4,165 | $5,956-30.1% | $7,714-46.0% | $3,740+11.4% |
| Admin fee / account holder | $2,761 | $7,243-61.9% | $12,427-77.8% | $5,306-48.0% |