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 | $211,912 | $88,751+138.8% | $81,812+159.0% | $145,922+45.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.79% | 1025.40%-1008.6pp | 773.79%-757.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $7,413 | $3,083+140.4% | $2,912+154.5% | $4,660+59.1% |
| Participant deferral / active EE | $8,711 | $4,643+87.6% | $4,319+101.7% | $6,688+30.3% |
| Admin fee / account holder | $3,752 | $8,415-55.4% | $7,386-49.2% | $13,397-72.0% |