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 | $152,683 | $755,339-79.8% | $379,746-59.8% | $158,922-3.9% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 8.54% | 53.41%-44.9pp | 34.90%-26.4pp | 302.83%-294.3pp |
| Employer contribution / active EE | $6,159 | $4,685+31.4% | $3,540+74.0% | $4,761+29.4% |
| Participant deferral / active EE | $8,251 | $7,938+3.9% | $6,024+37.0% | $5,982+37.9% |
| Admin fee / account holder | $570 | $14,482-96.1% | $7,927-92.8% | $11,246-94.9% |