Filed February 13, 1996 (most recent of 2 filings on file)
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 | $130,257 | $76,367+70.6% | $93,606+39.2% | $72,985+78.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 23.92% | 25.82%-1.9pp | 32.76%-8.8pp | 81.00%-57.1pp |
| Employer contribution / active EE | $11,456 | $2,275+403.5% | $2,718+321.5% | $2,440+369.5% |
| Participant deferral / active EE | $9,628 | $3,538+172.1% | $4,069+136.6% | $3,607+166.9% |
| Admin fee / account holder | $2,382 | $6,838-65.2% | $7,888-69.8% | $5,124-53.5% |