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 | $174,325 | $884,045-80.3% | $453,369-61.5% | $167,490+4.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 8.77% | 29.49%-20.7pp | 64.40%-55.6pp | 478.56%-469.8pp |
| Employer contribution / active EE | $5,633 | $5,538+1.7% | $4,070+38.4% | $4,837+16.4% |
| Participant deferral / active EE | $7,635 | $7,898-3.3% | $6,209+23.0% | $6,341+20.4% |
| Admin fee / account holder | $1,763 | $22,063-92.0% | $11,209-84.3% | $12,309-85.7% |