Filed December 30, 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 | $198,179 | $93,071+112.9% | $74,583+165.7% | $273,961-27.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.24% | 26.18%-17.9pp | 20.47%-12.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $7,170 | $3,160+126.9% | $2,525+183.9% | $4,869+47.3% |
| Participant deferral / active EE | $4,255 | $4,160+2.3% | $3,458+23.0% | $5,287-19.5% |
| Admin fee / account holder | $7,673 | $5,272+45.5% | $4,138+85.5% | $10,132-24.3% |