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 | $151,470 | $138,347+9.5% | $184,203-17.8% | $80,856+87.3% |
| Participation rate | 88.7% | 83.9%+4.8pp | 86.8%+1.9pp | 67.6%+21.0pp |
| Annual return | 11.89% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,043 | $4,850-37.3% | $6,427-52.7% | $2,755+10.5% |
| Participant deferral / active EE | $4,406 | $7,071-37.7% | $9,131-51.8% | $4,296+2.6% |
| Admin fee / account holder | $20,162 | $10,483+92.3% | $13,901+45.0% | $6,918+191.4% |