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 | $243,597 | $87,733+177.7% | $106,548+128.6% | $85,850+183.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 12.92% | 21.86%-8.9pp | 26.80%-13.9pp | 318.53%-305.6pp |
| Employer contribution / active EE | $5,204 | $2,073+151.1% | $2,819+84.6% | $2,565+102.9% |
| Participant deferral / active EE | $10,432 | $3,469+200.7% | $4,398+137.2% | $3,952+164.0% |
| Admin fee / account holder | $65,897 | $6,767+873.7% | $7,407+789.6% | $6,260+952.7% |