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 | $127,278 | $109,817+15.9% | $98,442+29.3% | $167,490-24.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.43% | 1956.69%-1937.3pp | 1492.73%-1473.3pp | 478.56%-459.1pp |
| Employer contribution / active EE | $4,753 | $3,224+47.4% | $2,960+60.6% | $4,837-1.8% |
| Participant deferral / active EE | $5,547 | $4,673+18.7% | $4,276+29.7% | $6,341-12.5% |
| Admin fee / account holder | $491 | $6,753-92.7% | $5,949-91.7% | $12,309-96.0% |