Filed June 13, 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 | $75,409 | $77,813-3.1% | $123,544-39.0% | $64,186+17.5% |
| Participation rate | 78.1% | 74.7%+3.4pp | 82.3%-4.2pp | 69.6%+8.6pp |
| Annual return | 25.06% | 12.48%+12.6pp | 119.20%-94.1pp | 7.63%+17.4pp |
| Employer contribution / active EE | $1,963 | $3,014-34.9% | $4,628-57.6% | $2,381-17.5% |
| Participant deferral / active EE | $4,653 | $5,240-11.2% | $6,426-27.6% | $3,470+34.1% |
| Admin fee / account holder | $694 | $5,519-87.4% | $9,284-92.5% | $4,888-85.8% |