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 | $51,337 | $54,350-5.5% | $82,719-37.9% | $68,494-25.0% |
| Participation rate | 80.4% | 63.9%+16.4pp | 72.6%+7.8pp | 67.9%+12.5pp |
| Annual return | -14.47% | -13.67%-0.8pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,185 | $2,218-1.5% | $3,009-27.4% | $2,596-15.8% |
| Participant deferral / active EE | $4,425 | $3,246+36.3% | $4,395+0.7% | $4,027+9.9% |
| Admin fee / account holder | $15,341 | $4,395+249.0% | $5,329+187.9% | $5,403+183.9% |