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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,732 | $110,094+34.2% | $151,611-2.6% | $68,494+115.7% |
| Participation rate | 93.9% | 84.0%+9.9pp | 87.5%+6.4pp | 67.9%+26.0pp |
| Annual return | -9.61% | -10.12%+0.5pp | 3.33%-12.9pp | -7.84%-1.8pp |
| Employer contribution / active EE | $2,870 | $4,471-35.8% | $6,166-53.5% | $2,596+10.5% |
| Participant deferral / active EE | $4,139 | $6,527-36.6% | $8,363-50.5% | $4,027+2.8% |
| Admin fee / account holder | $5,923 | $7,719-23.3% | $11,616-49.0% | $5,403+9.6% |