Filed March 19, 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 | $143,396 | $87,841+63.2% | $133,980+7.0% | $62,891+128.0% |
| Participation rate | 97.1% | 83.4%+13.7pp | 87.1%+10.0pp | 69.3%+27.8pp |
| Annual return | 6.22% | 12.05%-5.8pp | 29.30%-23.1pp | 20.14%-13.9pp |
| Employer contribution / active EE | $5,124 | $3,483+47.1% | $5,211-1.7% | $2,281+124.6% |
| Participant deferral / active EE | $4,717 | $4,812-2.0% | $6,282-24.9% | $3,203+47.3% |
| Admin fee / account holder | $1,508 | $5,371-71.9% | $9,324-83.8% | $4,296-64.9% |