Filed February 15, 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 | $69,501 | $102,966-32.5% | $90,281-23.0% | $152,861-54.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.81% | 95.16%-71.3pp | 78.10%-54.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $4,695 | $3,139+49.6% | $2,854+64.5% | $4,762-1.4% |
| Participant deferral / active EE | $7,121 | $4,281+66.3% | $3,885+83.3% | $5,850+21.7% |
| Admin fee / account holder | $1,172 | $6,171-81.0% | $5,351-78.1% | $11,596-89.9% |