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 | $109,875 | $105,860+3.8% | $90,749+21.1% | $134,475-18.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.78% | -11.01%-8.8pp | -12.16%-7.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,688 | $3,462-22.4% | $2,921-8.0% | $4,740-43.3% |
| Participant deferral / active EE | $2,688 | $5,216-48.5% | $4,564-41.1% | $6,400-58.0% |
| Admin fee / account holder | $1,438 | $13,938-89.7% | $8,445-83.0% | $11,426-87.4% |