Filed December 2, 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 | $96,650 | $58,512+65.2% | $84,015+15.0% | $72,985+32.4% |
| Participation rate | 98.1% | 61.2%+36.9pp | 69.0%+29.1pp | 69.5%+28.7pp |
| Annual return | 21.88% | 28.93%-7.1pp | 71.31%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,733 | $1,163+49.1% | $1,983-12.6% | $2,440-29.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $7,093 | $4,569+55.3% | $6,101+16.3% | $5,124+38.4% |