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 | $199,101 | $173,345+14.9% | $136,007+46.4% | $145,922+36.4% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.87% | 1163.32%-1154.4pp | 579.32%-570.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $5,353 | $5,278+1.4% | $4,217+27.0% | $4,660+14.9% |
| Participant deferral / active EE | $10,179 | $8,699+17.0% | $7,025+44.9% | $6,688+52.2% |
| Admin fee / account holder | $4,826 | $9,954-51.5% | $6,858-29.6% | $13,397-64.0% |