Filed January 23, 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 | $67,618 | $62,586+8.0% | $76,768-11.9% | $64,186+5.3% |
| Participation rate | 96.7% | 72.8%+23.9pp | 77.0%+19.7pp | 69.6%+27.1pp |
| Annual return | 3.05% | -1.95%+5.0pp | 2.43%+0.6pp | 7.63%-4.6pp |
| Employer contribution / active EE | $771 | $1,832-57.9% | $2,485-69.0% | $2,381-67.6% |
| Participant deferral / active EE | $3,786 | $3,145+20.4% | $3,852-1.7% | $3,470+9.1% |
| Admin fee / account holder | $6,698 | $4,667+43.5% | $6,675+0.3% | $4,888+37.0% |