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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,875 | $92,703+23.9% | $82,719+38.9% | $134,475-14.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.59% | 944.92%-966.5pp | 701.18%-722.8pp | 417.96%-439.6pp |
| Employer contribution / active EE | $6,212 | $3,274+89.7% | $3,009+106.4% | $4,740+31.1% |
| Participant deferral / active EE | $8,070 | $4,802+68.0% | $4,395+83.6% | $6,400+26.1% |
| Admin fee / account holder | $392 | $5,983-93.4% | $5,329-92.6% | $11,426-96.6% |