Filed March 20, 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 | $121,017 | $89,753+34.8% | $107,525+12.5% | $84,808+42.7% |
| Participation rate | 91.8% | 68.1%+23.8pp | 75.1%+16.8pp | 68.3%+23.5pp |
| Annual return | 14.39% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $11,489 | $3,113+269.0% | $3,754+206.1% | $2,631+336.7% |
| Participant deferral / active EE | $4,832 | $4,056+19.1% | $5,116-5.5% | $4,212+14.7% |
| Admin fee / account holder | $16,467 | $7,222+128.0% | $8,919+84.6% | $7,344+124.2% |