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 | $33,070 | $82,286-59.8% | $68,791-51.9% | $134,475-75.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.70% | -2.19%-11.5pp | -6.38%-7.3pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,213 | $3,301-63.2% | $2,655-54.3% | $4,740-74.4% |
| Participant deferral / active EE | $3,172 | $4,739-33.1% | $3,941-19.5% | $6,400-50.4% |
| Admin fee / account holder | $727 | $6,481-88.8% | $4,932-85.3% | $11,426-93.6% |