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 | $54,391 | $209,411-74.0% | $178,490-69.5% | $158,922-65.8% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 10.76% | 188.75%-178.0pp | 151.07%-140.3pp | 302.83%-292.1pp |
| Employer contribution / active EE | $3,925 | $5,706-31.2% | $5,011-21.7% | $4,761-17.6% |
| Participant deferral / active EE | $7,265 | $5,954+22.0% | $5,202+39.7% | $5,982+21.4% |
| Admin fee / account holder | $15,190 | $17,074-11.0% | $13,984+8.6% | $11,246+35.1% |