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 | $160,340 | $96,635+65.9% | $86,612+85.1% | $139,434+15.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.98% | 106.41%-83.4pp | 591.07%-568.1pp | 372.94%-350.0pp |
| Employer contribution / active EE | $5,334 | $3,263+63.5% | $3,022+76.5% | $4,751+12.3% |
| Participant deferral / active EE | $6,855 | $4,836+41.7% | $4,438+54.5% | $6,710+2.2% |
| Admin fee / account holder | $1,540 | $6,408-76.0% | $5,614-72.6% | $11,403-86.5% |