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 | $132,054 | $817,678-83.9% | $392,568-66.4% | $152,861-13.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 9.02% | 22.84%-13.8pp | 24.42%-15.4pp | 345.32%-336.3pp |
| Employer contribution / active EE | $4,644 | $5,502-15.6% | $3,783+22.7% | $4,762-2.5% |
| Participant deferral / active EE | $6,486 | $8,398-22.8% | $5,985+8.4% | $5,850+10.9% |
| Admin fee / account holder | $2,707 | $12,095-77.6% | $6,260-56.8% | $11,596-76.7% |