Filed January 4, 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 | $96,223 | $87,841+9.5% | $133,980-28.2% | $62,891+53.0% |
| Participation rate | 88.2% | 83.4%+4.9pp | 87.1%+1.2pp | 69.3%+18.9pp |
| Annual return | 5.91% | 12.05%-6.1pp | 29.30%-23.4pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,774 | $3,483-20.3% | $5,211-46.8% | $2,281+21.6% |
| Participant deferral / active EE | $5,970 | $4,812+24.1% | $6,282-5.0% | $3,203+86.4% |
| Admin fee / account holder | $1,223 | $5,371-77.2% | $9,324-86.9% | $4,296-71.5% |