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 | $167,915 | $100,041+67.8% | $149,718+12.2% | $70,131+139.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.20% | 27.43%-11.2pp | 1501.63%-1485.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $5,574 | $3,662+52.2% | $5,445+2.4% | $2,342+138.0% |
| Participant deferral / active EE | $4,664 | $4,983-6.4% | $6,569-29.0% | $3,332+40.0% |
| Admin fee / account holder | $3,075 | $8,286-62.9% | $11,283-72.7% | $4,645-33.8% |