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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,567 | $125,758-69.3% | $169,993-77.3% | $75,163-48.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.68% | 27.20%-13.5pp | 53.37%-39.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $4,064 | $4,615-11.9% | $6,785-40.1% | $2,670+52.2% |
| Participant deferral / active EE | $2,915 | $6,837-57.4% | $10,408-72.0% | $4,125-29.3% |
| Admin fee / account holder | $5,942 | $8,173-27.3% | $12,815-53.6% | $5,651+5.1% |