Filed June 12, 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 | $85,989 | $57,281+50.1% | $86,612-0.7% | $75,163+14.4% |
| Participation rate | 78.8% | 63.2%+15.6pp | 71.7%+7.1pp | 67.2%+11.6pp |
| Annual return | 15.79% | 2670.75%-2655.0pp | 591.07%-575.3pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,520 | $2,314+8.9% | $3,022-16.6% | $2,670-5.6% |
| Participant deferral / active EE | $3,311 | $3,318-0.2% | $4,438-25.4% | $4,125-19.7% |
| Admin fee / account holder | $3,278 | $4,112-20.3% | $5,614-41.6% | $5,651-42.0% |