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 | $109,881+33.6% | $150,045-2.1% | $84,808+73.1% |
| Participation rate | 73.7% | 76.1%-2.4pp | 82.3%-8.6pp | 68.3%+5.4pp |
| Annual return | 15.04% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,174 | $3,561-39.0% | $4,693-53.7% | $2,631-17.4% |
| Participant deferral / active EE | $6,150 | $6,636-7.3% | $7,997-23.1% | $4,212+46.0% |
| Admin fee / account holder | $10,913 | $8,568+27.4% | $13,435-18.8% | $7,344+48.6% |