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 | $90,570 | $124,319-27.1% | $111,297-18.6% | $167,490-45.9% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 22.97% | 37.44%-14.5pp | 54.65%-31.7pp | 478.56%-455.6pp |
| Employer contribution / active EE | $827 | $3,435-75.9% | $2,731-69.7% | $4,837-82.9% |
| Participant deferral / active EE | $4,007 | $5,180-22.6% | $4,487-10.7% | $6,341-36.8% |
| Admin fee / account holder | $30,696 | $10,618+189.1% | $7,964+285.4% | $12,309+149.4% |