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 | $122,786 | $127,065-3.4% | $113,168+8.5% | $142,382-13.8% |
| Participation rate | 95.2% | 79.2%+16.0pp | 76.6%+18.7pp | 80.1%+15.1pp |
| Annual return | 13.86% | 24.03%-10.2pp | 24.27%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,131 | $3,442-67.1% | $2,975-62.0% | $4,299-73.7% |
| Participant deferral / active EE | $5,481 | $5,716-4.1% | $5,107+7.3% | $6,507-15.8% |
| Admin fee / account holder | $15,111 | $15,736-4.0% | $12,068+25.2% | $12,624+19.7% |