Filed October 18, 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 | $42,197 | $80,731-47.7% | $103,374-59.2% | $74,546-43.4% |
| Participation rate | 88.5% | 65.7%+22.8pp | 74.5%+14.0pp | 67.2%+21.3pp |
| Annual return | 13.39% | 27.56%-14.2pp | 24.89%-11.5pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $985 | $3,158-68.8% | $3,869-74.6% | $2,624-62.5% |
| Participant deferral / active EE | $3,569 | $3,860-7.5% | $5,058-29.4% | $4,347-17.9% |
| Admin fee / account holder | $2,450 | $2,369+3.4% | $8,394-70.8% | $1,944+26.0% |