Filed January 24, 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 | $111,557 | $100,041+11.5% | $149,718-25.5% | $70,131+59.1% |
| Participation rate | 74.4% | 83.6%-9.2pp | 87.1%-12.7pp | 69.5%+4.9pp |
| Annual return | 26.33% | 27.43%-1.1pp | 1501.63%-1475.3pp | 73.14%-46.8pp |
| Employer contribution / active EE | $1,421 | $3,662-61.2% | $5,445-73.9% | $2,342-39.3% |
| Participant deferral / active EE | $3,136 | $4,983-37.1% | $6,569-52.3% | $3,332-5.9% |
| Admin fee / account holder | $5,162 | $8,286-37.7% | $11,283-54.3% | $4,645+11.1% |