Filed February 16, 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 | $54,288 | $96,484-43.7% | $75,886-28.5% | $152,861-64.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 15.38% | 33.98%-18.6pp | 30.76%-15.4pp | 345.32%-329.9pp |
| Employer contribution / active EE | $3,747 | $3,309+13.2% | $2,500+49.8% | $4,762-21.3% |
| Participant deferral / active EE | $13,900 | $4,553+205.3% | $3,603+285.8% | $5,850+137.6% |
| Admin fee / account holder | $4,670 | $8,078-42.2% | $5,418-13.8% | $11,596-59.7% |