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 | $65,648 | $185,822-64.7% | $169,993-61.4% | $139,434-52.9% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 6.67% | 60.50%-53.8pp | 53.37%-46.7pp | 372.94%-366.3pp |
| Employer contribution / active EE | $5,014 | $7,590-33.9% | $6,785-26.1% | $4,751+5.5% |
| Participant deferral / active EE | $3,291 | $11,622-71.7% | $10,408-68.4% | $6,710-51.0% |
| Admin fee / account holder | $1,501 | $15,381-90.2% | $12,815-88.3% | $11,403-86.8% |