Filed August 21, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,055 | $110,094-70.9% | $151,611-78.9% | $68,494-53.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.37% | -10.12%-4.2pp | 3.33%-17.7pp | -7.84%-6.5pp |
| Employer contribution / active EE | $4,129 | $4,471-7.7% | $6,166-33.0% | $2,596+59.0% |
| Participant deferral / active EE | $2,825 | $6,527-56.7% | $8,363-66.2% | $4,027-29.9% |
| Admin fee / account holder | $5,232 | $7,719-32.2% | $11,616-55.0% | $5,403-3.2% |