Filed September 3, 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 | $41,481 | $198,466-79.1% | $170,442-75.7% | $147,584-71.9% |
| Participation rate | 77.3% | 88.0%-10.7pp | 83.6%-6.3pp | 82.8%-5.6pp |
| Annual return | 13.59% | 257.29%-243.7pp | 205.93%-192.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,116 | $6,184-65.8% | $5,433-61.0% | $4,876-56.6% |
| Participant deferral / active EE | $3,901 | $5,629-30.7% | $4,939-21.0% | $5,439-28.3% |
| Admin fee / account holder | $16,485 | $16,852-2.2% | $13,880+18.8% | $10,885+51.4% |