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 | $223,245 | $172,478+29.4% | $145,661+53.3% | $142,382+56.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 11.63% | 151.09%-139.5pp | 101.46%-89.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $5,705 | $4,899+16.5% | $4,238+34.6% | $4,299+32.7% |
| Participant deferral / active EE | $11,982 | $8,348+43.5% | $7,198+66.5% | $6,507+84.1% |
| Admin fee / account holder | $11,433 | $16,864-32.2% | $12,466-8.3% | $12,624-9.4% |