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 | $108,322 | $58,208+86.1% | $81,812+32.4% | $80,856+34.0% |
| Participation rate | 71.4% | 63.4%+8.0pp | 72.3%-0.9pp | 67.6%+3.8pp |
| Annual return | 14.49% | 41.66%-27.2pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,661 | $2,340+13.7% | $2,912-8.6% | $2,755-3.4% |
| Participant deferral / active EE | $3,460 | $3,281+5.5% | $4,319-19.9% | $4,296-19.5% |
| Admin fee / account holder | $3,777 | $4,981-24.2% | $7,386-48.9% | $6,918-45.4% |