Filed December 30, 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 | $49,380 | $228,332-78.4% | $185,823-73.4% | $158,922-68.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.08% | 40.80%-27.7pp | 35.95%-22.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $6,420 | $4,967+29.3% | $4,087+57.1% | $4,761+34.8% |
| Participant deferral / active EE | $5,357 | $6,415-16.5% | $5,632-4.9% | $5,982-10.4% |
| Admin fee / account holder | $14,061 | $11,864+18.5% | $9,500+48.0% | $11,246+25.0% |