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 | $171,435 | $81,208+111.1% | $98,907+73.3% | $79,858+114.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 19.05% | 60.99%-41.9pp | 196.43%-177.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $12,779 | $1,960+552.1% | $2,689+375.3% | $2,471+417.2% |
| Participant deferral / active EE | $10,310 | $3,265+215.8% | $4,244+142.9% | $3,740+175.7% |
| Admin fee / account holder | $2,719 | $6,013-54.8% | $6,642-59.1% | $5,306-48.8% |