Filed November 5, 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 | $64,415 | $84,233-23.5% | $170,442-62.2% | $70,131-8.2% |
| Participation rate | 75.5% | 70.8%+4.6pp | 83.6%-8.1pp | 69.5%+5.9pp |
| Annual return | 17.49% | 23.06%-5.6pp | 205.93%-188.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,878 | $3,387-44.6% | $5,433-65.4% | $2,342-19.8% |
| Participant deferral / active EE | $3,117 | $3,086+1.0% | $4,939-36.9% | $3,332-6.5% |
| Admin fee / account holder | $3,140 | $5,698-44.9% | $13,880-77.4% | $4,645-32.4% |