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 | $199,735 | $79,944+149.8% | $98,439+102.9% | $75,163+165.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 15.51% | 19.75%-4.2pp | 21.16%-5.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $6,096 | $2,264+169.3% | $3,048+100.0% | $2,670+128.3% |
| Participant deferral / active EE | $10,055 | $3,752+168.0% | $4,738+112.2% | $4,125+143.8% |
| Admin fee / account holder | $25,432 | $6,840+271.8% | $8,948+184.2% | $5,651+350.0% |