Filed September 9, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,358 | $20,316+187.2% | $66,042-11.6% | $74,304-21.5% |
| Participation rate | 73.0% | 62.8%+10.2pp | 67.5%+5.5pp | 60.3%+12.6pp |
| Annual return | 13.89% | 28.10%-14.2pp | 52.11%-38.2pp | 29.43%-15.5pp |
| Employer contribution / active EE | $0 | $745-100.0% | $1,579-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,162 | $1,615+33.8% | $2,835-23.8% | $3,767-42.6% |
| Admin fee / account holder | $5,865 | $1,668+251.6% | $5,747+2.1% | $2,969+97.6% |