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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,791 | $109,359+15.0% | $162,163-22.4% | $72,985+72.4% |
| Participation rate | 92.7% | 84.3%+8.4pp | 87.6%+5.1pp | 69.5%+23.2pp |
| Annual return | 15.36% | 25.46%-10.1pp | 115.59%-100.2pp | 81.00%-65.6pp |
| Employer contribution / active EE | $4,616 | $3,907+18.1% | $5,614-17.8% | $2,440+89.2% |
| Participant deferral / active EE | $7,286 | $5,481+32.9% | $7,298-0.2% | $3,607+102.0% |
| Admin fee / account holder | $5,615 | $7,972-29.6% | $10,843-48.2% | $5,124+9.6% |