Filed January 15, 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 | $22,166 | $87,540-74.7% | $75,781-70.7% | $125,391-82.3% |
| Participation rate | 76.9% | 80.2%-3.2pp | 75.8%+1.1pp | 83.2%-6.3pp |
| Annual return | -4.66% | 13.48%-18.1pp | 9.68%-14.3pp | 282.22%-286.9pp |
| Employer contribution / active EE | $2,616 | $3,930-33.4% | $3,323-21.3% | $4,866-46.2% |
| Participant deferral / active EE | $3,911 | $4,229-7.5% | $3,651+7.1% | $5,352-26.9% |
| Admin fee / account holder | $317 | $6,502-95.1% | $5,299-94.0% | $9,540-96.7% |