Filed March 25, 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 | $233,857 | $111,814+109.1% | $103,374+126.2% | $145,959+60.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.40% | 24.77%-8.4pp | 24.89%-8.5pp | 561.95%-545.6pp |
| Employer contribution / active EE | $7,768 | $4,214+84.3% | $3,869+100.8% | $4,661+66.7% |
| Participant deferral / active EE | $13,955 | $5,618+148.4% | $5,058+175.9% | $6,689+108.6% |
| Admin fee / account holder | $13,570 | $9,754+39.1% | $8,394+61.7% | $13,398+1.3% |