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 | $97,214 | $89,355+8.8% | $141,162-31.1% | $72,985+33.2% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.5%-0.9pp | 69.5%+12.1pp |
| Annual return | 24.70% | 111.85%-87.1pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $3,108 | $3,114-0.2% | $4,735-34.4% | $2,440+27.4% |
| Participant deferral / active EE | $7,691 | $5,418+42.0% | $6,709+14.6% | $3,607+113.2% |
| Admin fee / account holder | $2,922 | $5,958-51.0% | $10,261-71.5% | $5,124-43.0% |