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 | $219,764 | $101,069+117.4% | $81,478+169.7% | $147,584+48.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.36% | 32.40%-20.0pp | 38.78%-26.4pp | 578.55%-566.2pp |
| Employer contribution / active EE | $7,211 | $3,205+125.0% | $2,568+180.8% | $4,876+47.9% |
| Participant deferral / active EE | $3,920 | $4,242-7.6% | $3,537+10.8% | $5,439-27.9% |
| Admin fee / account holder | $31,816 | $5,812+447.4% | $4,561+597.6% | $10,885+192.3% |