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 | $54,532 | $189,613-71.2% | $167,512-67.4% | $142,382-61.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.10% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,082 | $4,349-29.1% | $3,882-20.6% | $4,299-28.3% |
| Participant deferral / active EE | $8,612 | $6,981+23.4% | $6,405+34.5% | $6,507+32.3% |
| Admin fee / account holder | $5,397 | $10,528-48.7% | $9,769-44.8% | $12,624-57.2% |