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 | $245,559 | $81,208+202.4% | $98,907+148.3% | $79,858+207.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.95% | 60.99%-47.0pp | 196.43%-182.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,249 | $1,960+116.8% | $2,689+58.0% | $2,471+72.0% |
| Participant deferral / active EE | $9,527 | $3,265+191.8% | $4,244+124.5% | $3,740+154.7% |
| Admin fee / account holder | $5,983 | $6,013-0.5% | $6,642-9.9% | $5,306+12.8% |