Filed March 28, 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 | $72,480 | $209,832-65.5% | $189,513-61.8% | $167,490-56.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.75% | 748.27%-740.5pp | 555.15%-547.4pp | 478.56%-470.8pp |
| Employer contribution / active EE | $9,486 | $6,914+37.2% | $6,162+54.0% | $4,837+96.1% |
| Participant deferral / active EE | $4,663 | $8,935-47.8% | $8,221-43.3% | $6,341-26.5% |
| Admin fee / account holder | $11,037 | $14,293-22.8% | $12,045-8.4% | $12,309-10.3% |