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 | $77,446 | $85,202-9.1% | $172,739-55.2% | $72,985+6.1% |
| Participation rate | 96.7% | 70.1%+26.7pp | 82.6%+14.1pp | 69.5%+27.2pp |
| Annual return | 23.29% | 27.32%-4.0pp | 802.84%-779.6pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,822 | $3,324-45.2% | $5,143-64.6% | $2,440-25.3% |
| Participant deferral / active EE | $2,296 | $3,260-29.6% | $5,198-55.8% | $3,607-36.3% |
| Admin fee / account holder | $7,652 | $5,884+30.1% | $13,954-45.2% | $5,124+49.3% |