Filed March 19, 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 | $43,687 | $140,588-68.9% | $123,104-64.5% | $125,391-65.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.52% | 16.80%-16.3pp | 13.22%-12.7pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,349 | $6,041-77.7% | $5,151-73.8% | $4,866-72.3% |
| Participant deferral / active EE | $2,309 | $6,980-66.9% | $6,230-62.9% | $5,352-56.9% |
| Admin fee / account holder | $31,992 | $11,198+185.7% | $9,015+254.9% | $9,540+235.3% |