Filed May 20, 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 | $215,976 | $76,367+182.8% | $93,606+130.7% | $72,985+195.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 19.07% | 25.82%-6.7pp | 32.76%-13.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $3,866 | $2,275+69.9% | $2,718+42.2% | $2,440+58.5% |
| Participant deferral / active EE | $9,244 | $3,538+161.3% | $4,069+127.2% | $3,607+156.3% |
| Admin fee / account holder | $28,599 | $6,838+318.2% | $7,888+262.6% | $5,124+458.1% |