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 | $152,306 | $125,758+21.1% | $169,993-10.4% | $75,163+102.6% |
| Participation rate | 86.0% | 83.6%+2.4pp | 87.0%-1.0pp | 67.2%+18.8pp |
| Annual return | 11.76% | 27.20%-15.4pp | 53.37%-41.6pp | 160.62%-148.9pp |
| Employer contribution / active EE | $2,885 | $4,615-37.5% | $6,785-57.5% | $2,670+8.1% |
| Participant deferral / active EE | $4,143 | $6,837-39.4% | $10,408-60.2% | $4,125+0.4% |
| Admin fee / account holder | $25,708 | $8,173+214.5% | $12,815+100.6% | $5,651+354.9% |