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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,490 | $167,484-65.1% | $151,611-61.4% | $134,475-56.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.85% | 7.80%-15.6pp | 3.33%-11.2pp | 417.96%-425.8pp |
| Employer contribution / active EE | $6,848 | $6,829+0.3% | $6,166+11.1% | $4,740+44.5% |
| Participant deferral / active EE | $3,699 | $8,986-58.8% | $8,363-55.8% | $6,400-42.2% |
| Admin fee / account holder | $2,781 | $13,783-79.8% | $11,616-76.1% | $11,426-75.7% |