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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,969 | $109,359+64.6% | $162,163+11.0% | $72,985+146.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 16.90% | 25.46%-8.6pp | 115.59%-98.7pp | 81.00%-64.1pp |
| Employer contribution / active EE | $6,007 | $3,907+53.7% | $5,614+7.0% | $2,440+146.2% |
| Participant deferral / active EE | $5,137 | $5,481-6.3% | $7,298-29.6% | $3,607+42.4% |
| Admin fee / account holder | $45,839 | $7,972+475.0% | $10,843+322.8% | $5,124+794.5% |