Filed March 5, 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 | $44,114 | $65,703-32.9% | $94,224-53.2% | $59,632-26.0% |
| Participation rate | 81.3% | 72.1%+9.2pp | 78.8%+2.6pp | 68.7%+12.7pp |
| Annual return | -3.53% | 5.22%-8.7pp | 10.68%-14.2pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $1,773 | $2,021-12.2% | $3,587-50.6% | $2,203-19.5% |
| Participant deferral / active EE | $3,333 | $3,143+6.0% | $4,320-22.9% | $3,192+4.4% |
| Admin fee / account holder | $362 | $4,264-91.5% | $6,269-94.2% | $4,297-91.6% |