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 | $39,693 | $190,805-79.2% | $159,960-75.2% | $134,475-70.5% |
| Participation rate | 95.0% | 81.9%+13.1pp | 78.0%+17.0pp | 81.2%+13.8pp |
| Annual return | -14.12% | 552.23%-566.4pp | 408.60%-422.7pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,160 | $4,995-36.7% | $4,226-25.2% | $4,740-33.3% |
| Participant deferral / active EE | $6,101 | $6,923-11.9% | $6,182-1.3% | $6,400-4.7% |
| Admin fee / account holder | $2,787 | $10,471-73.4% | $8,698-68.0% | $11,426-75.6% |