Filed December 30, 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 | $123,615 | $102,382+20.7% | $147,005-15.9% | $80,874+52.8% |
| Participation rate | 98.4% | 75.8%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 13.89% | 134.89%-121.0pp | 418.76%-404.9pp | 35.62%-21.7pp |
| Employer contribution / active EE | $3,202 | $3,715-13.8% | $4,934-35.1% | $2,756+16.2% |
| Participant deferral / active EE | $7,330 | $6,646+10.3% | $8,070-9.2% | $4,297+70.6% |
| Admin fee / account holder | $34,444 | $7,942+333.7% | $13,006+164.8% | $6,935+396.7% |