Filed January 6, 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 | $45,909 | $107,334-57.2% | $92,893-50.6% | $152,861-70.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.78% | 145.58%-124.8pp | 109.41%-88.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,357 | $4,221-67.9% | $3,653-62.9% | $4,762-71.5% |
| Participant deferral / active EE | $1,644 | $4,845-66.1% | $4,236-61.2% | $5,850-71.9% |
| Admin fee / account holder | $691 | $7,079-90.2% | $5,794-88.1% | $11,596-94.0% |