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 | $93,071 | $116,175-19.9% | $93,606-0.6% | $152,861-39.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.62% | 35.96%-15.3pp | 32.76%-12.1pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,170 | $3,218-1.5% | $2,718+16.6% | $4,762-33.4% |
| Participant deferral / active EE | $3,170 | $4,603-31.1% | $4,069-22.1% | $5,850-45.8% |
| Admin fee / account holder | $1,215 | $10,748-88.7% | $7,888-84.6% | $11,596-89.5% |