Filed February 15, 1996 (most recent of 2 filings on file)
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 | $17,965 | $99,020-81.9% | $86,590-79.3% | $147,584-87.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.10% | 1312.34%-1294.2pp | 964.84%-946.7pp | 578.55%-560.5pp |
| Employer contribution / active EE | $660 | $3,132-78.9% | $2,839-76.7% | $4,876-86.5% |
| Participant deferral / active EE | $1,242 | $3,972-68.7% | $3,609-65.6% | $5,439-77.2% |
| Admin fee / account holder | $1,374 | $5,710-75.9% | $4,906-72.0% | $10,885-87.4% |