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 | $207,953 | $87,013+139.0% | $106,213+95.8% | $80,856+157.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.49% | 17.05%-2.6pp | 116.14%-101.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $6,370 | $2,395+165.9% | $3,171+100.8% | $2,755+131.2% |
| Participant deferral / active EE | $10,004 | $3,986+151.0% | $5,016+99.4% | $4,296+132.9% |
| Admin fee / account holder | $20,490 | $8,431+143.0% | $11,033+85.7% | $6,918+196.2% |