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 | $46,894 | $202,432-76.8% | $169,368-72.3% | $139,434-66.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.19% | 531.74%-514.5pp | 405.60%-388.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,234 | $4,692-31.1% | $4,013-19.4% | $4,751-31.9% |
| Participant deferral / active EE | $6,811 | $6,938-1.8% | $6,221+9.5% | $6,710+1.5% |
| Admin fee / account holder | $9,814 | $10,708-8.3% | $9,003+9.0% | $11,403-13.9% |