Filed January 16, 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 | $75,663 | $48,076+57.4% | $78,689-3.8% | $62,891+20.3% |
| Participation rate | 80.8% | 65.2%+15.6pp | 73.6%+7.2pp | 69.3%+11.5pp |
| Annual return | 1.93% | 31.35%-29.4pp | 62.18%-60.2pp | 20.14%-18.2pp |
| Employer contribution / active EE | $991 | $2,015-50.8% | $2,851-65.2% | $2,281-56.6% |
| Participant deferral / active EE | $1,936 | $2,588-25.2% | $3,517-44.9% | $3,203-39.6% |
| Admin fee / account holder | $7,212 | $3,207+124.8% | $4,510+59.9% | $4,296+67.9% |