Filed May 8, 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 | $146,843 | $106,749+37.6% | $145,433+1.0% | $82,448+78.1% |
| Participation rate | 73.7% | 75.6%-2.0pp | 82.1%-8.4pp | 68.1%+5.6pp |
| Annual return | 15.04% | 27.59%-12.6pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,174 | $3,444-36.9% | $4,554-52.3% | $2,551-14.8% |
| Participant deferral / active EE | $6,150 | $6,519-5.6% | $7,897-22.1% | $4,139+48.6% |
| Admin fee / account holder | $10,913 | $8,390+30.1% | $13,129-16.9% | $7,234+50.8% |