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 | $44,549 | $227,553-80.4% | $189,557-76.5% | $167,490-73.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.16% | 78.40%-64.2pp | 64.17%-50.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,536 | $5,316-52.3% | $4,412-42.5% | $4,837-47.6% |
| Participant deferral / active EE | $5,955 | $7,002-15.0% | $6,174-3.5% | $6,341-6.1% |
| Admin fee / account holder | $10,143 | $11,878-14.6% | $9,807+3.4% | $12,309-17.6% |