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 | $106,409 | $94,529+12.6% | $140,016-24.0% | $64,186+65.8% |
| Participation rate | 90.6% | 84.1%+6.5pp | 87.5%+3.1pp | 69.6%+21.0pp |
| Annual return | -2.68% | 7.77%-10.5pp | 651.12%-653.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $4,273 | $3,812+12.1% | $5,606-23.8% | $2,381+79.5% |
| Participant deferral / active EE | $6,505 | $5,250+23.9% | $6,927-6.1% | $3,470+87.5% |
| Admin fee / account holder | $4,888 | $6,741-27.5% | $10,705-54.3% | $4,8880% |