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 | $167,240 | $154,365+8.3% | $130,231+28.4% | $139,434+19.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 9.92% | 30.34%-20.4pp | 38.77%-28.9pp | 372.94%-363.0pp |
| Employer contribution / active EE | $5,575 | $5,170+7.8% | $4,126+35.1% | $4,751+17.3% |
| Participant deferral / active EE | $9,542 | $8,498+12.3% | $6,799+40.3% | $6,710+42.2% |
| Admin fee / account holder | $6,923 | $9,214-24.9% | $6,020+15.0% | $11,403-39.3% |