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 | $157,779 | $110,094+43.3% | $151,611+4.1% | $68,494+130.4% |
| Participation rate | 77.1% | 84.0%-6.8pp | 87.5%-10.4pp | 67.9%+9.3pp |
| Annual return | -7.06% | -10.12%+3.1pp | 3.33%-10.4pp | -7.84%+0.8pp |
| Employer contribution / active EE | $1,897 | $4,471-57.6% | $6,166-69.2% | $2,596-26.9% |
| Participant deferral / active EE | $3,876 | $6,527-40.6% | $8,363-53.7% | $4,027-3.8% |
| Admin fee / account holder | $4,527 | $7,719-41.4% | $11,616-61.0% | $5,403-16.2% |