Filed March 4, 1996
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 | $71,480 | $104,251-31.4% | $91,001-21.5% | $147,584-51.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 16.91% | 27.06%-10.2pp | 4.60%+12.3pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,774 | $3,116-11.0% | $2,456+12.9% | $4,876-43.1% |
| Participant deferral / active EE | $2,774 | $4,195-33.9% | $3,547-21.8% | $5,439-49.0% |
| Admin fee / account holder | $852 | $8,948-90.5% | $5,417-84.3% | $10,885-92.2% |