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 | $144,968 | $123,793+17.1% | $177,821-18.5% | $79,858+81.5% |
| Participation rate | 90.6% | 84.7%+5.9pp | 87.7%+2.9pp | 69.6%+21.0pp |
| Annual return | 11.22% | 22.82%-11.6pp | 48.32%-37.1pp | 31.71%-20.5pp |
| Employer contribution / active EE | $4,464 | $4,095+9.0% | $5,918-24.6% | $2,471+80.7% |
| Participant deferral / active EE | $6,889 | $5,956+15.7% | $7,714-10.7% | $3,740+84.2% |
| Admin fee / account holder | $6,239 | $7,243-13.9% | $12,427-49.8% | $5,306+17.6% |