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 | $167,038 | $94,529+76.7% | $140,016+19.3% | $64,186+160.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.23% | 7.77%-12.0pp | 651.12%-655.3pp | 7.63%-11.9pp |
| Employer contribution / active EE | $5,888 | $3,812+54.4% | $5,606+5.0% | $2,381+147.3% |
| Participant deferral / active EE | $5,256 | $5,250+0.1% | $6,927-24.1% | $3,470+51.5% |
| Admin fee / account holder | $10,466 | $6,741+55.3% | $10,705-2.2% | $4,888+114.1% |