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 | $53,738 | $102,616-47.6% | $81,983-34.5% | $158,922-66.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 6.46% | 61.04%-54.6pp | 41.31%-34.8pp | 302.83%-296.4pp |
| Employer contribution / active EE | $1,202 | $3,240-62.9% | $2,498-51.9% | $4,761-74.8% |
| Participant deferral / active EE | $5,430 | $4,648+16.8% | $3,722+45.9% | $5,982-9.2% |
| Admin fee / account holder | $12,348 | $8,235+50.0% | $5,664+118.0% | $11,246+9.8% |