Filed July 24, 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 | $116,583 | $149,333-21.9% | $106,387+9.6% | $135,375-13.9% |
| Participation rate | 90.9% | 81.5%+9.4pp | 77.5%+13.5pp | 82.6%+8.3pp |
| Annual return | 3.61% | 0.52%+3.1pp | 0.25%+3.4pp | 519.73%-516.1pp |
| Employer contribution / active EE | $4,437 | $4,984-11.0% | $3,520+26.0% | $4,779-7.2% |
| Participant deferral / active EE | $5,855 | $7,230-19.0% | $5,421+8.0% | $5,609+4.4% |
| Admin fee / account holder | $302 | $15,952-98.1% | $7,510-96.0% | $10,827-97.2% |