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 | $70,031 | $106,515-34.3% | $96,683-27.6% | $139,434-49.8% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.3%+4.6pp | 80.3%-1.4pp |
| Annual return | 10.77% | 38.43%-27.7pp | 35.69%-24.9pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,124 | $4,103-72.6% | $3,737-69.9% | $4,751-76.3% |
| Participant deferral / active EE | $1,803 | $5,454-66.9% | $4,878-63.0% | $6,710-73.1% |
| Admin fee / account holder | $994 | $7,877-87.4% | $6,730-85.2% | $11,403-91.3% |