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 | $139,212 | $110,094+26.4% | $151,611-8.2% | $68,494+103.2% |
| Participation rate | 96.6% | 84.0%+12.7pp | 87.5%+9.1pp | 67.9%+28.7pp |
| Annual return | -9.77% | -10.12%+0.4pp | 3.33%-13.1pp | -7.84%-1.9pp |
| Employer contribution / active EE | $4,619 | $4,471+3.3% | $6,166-25.1% | $2,596+77.9% |
| Participant deferral / active EE | $7,344 | $6,527+12.5% | $8,363-12.2% | $4,027+82.4% |
| Admin fee / account holder | $2,943 | $7,719-61.9% | $11,616-74.7% | $5,403-45.5% |