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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,106 | $115,770-56.7% | $101,248-50.5% | $158,922-68.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.81% | 56.14%-49.3pp | 46.47%-39.7pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,360 | $4,175-67.4% | $3,660-62.8% | $4,761-71.4% |
| Participant deferral / active EE | $1,694 | $4,957-65.8% | $4,370-61.2% | $5,982-71.7% |
| Admin fee / account holder | $2,329 | $7,245-67.9% | $5,945-60.8% | $11,246-79.3% |