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 | $177,426 | $147,727+20.1% | $115,756+53.3% | $134,475+31.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -2.96% | 73.96%-76.9pp | 143.14%-146.1pp | 417.96%-420.9pp |
| Employer contribution / active EE | $6,169 | $4,713+30.9% | $3,793+62.7% | $4,740+30.2% |
| Participant deferral / active EE | $8,462 | $7,563+11.9% | $6,254+35.3% | $6,400+32.2% |
| Admin fee / account holder | $2,024 | $14,571-86.1% | $8,124-75.1% | $11,426-82.3% |