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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,332 | $123,793+19.8% | $177,821-16.6% | $79,858+85.7% |
| Participation rate | 73.8% | 84.7%-10.8pp | 87.7%-13.9pp | 69.6%+4.2pp |
| Annual return | 7.31% | 22.82%-15.5pp | 48.32%-41.0pp | 31.71%-24.4pp |
| Employer contribution / active EE | $1,542 | $4,095-62.3% | $5,918-73.9% | $2,471-37.6% |
| Participant deferral / active EE | $3,123 | $5,956-47.6% | $7,714-59.5% | $3,740-16.5% |
| Admin fee / account holder | $16,751 | $7,243+131.3% | $12,427+34.8% | $5,306+215.7% |