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 | $65,292 | $76,000-14.1% | $154,107-57.6% | $64,186+1.7% |
| Participation rate | 85.2% | 70.4%+14.8pp | 83.0%+2.1pp | 69.6%+15.6pp |
| Annual return | -6.33% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,115 | $3,351-36.9% | $5,298-60.1% | $2,381-11.2% |
| Participant deferral / active EE | $3,110 | $3,175-2.1% | $5,081-38.8% | $3,470-10.4% |
| Admin fee / account holder | $1,400 | $5,596-75.0% | $13,411-89.6% | $4,888-71.4% |