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 | $67,267 | $201,272-66.6% | $184,203-63.5% | $145,922-53.9% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 7.21% | 29.00%-21.8pp | 28.81%-21.6pp | 561.29%-554.1pp |
| Employer contribution / active EE | $8,593 | $7,022+22.4% | $6,427+33.7% | $4,660+84.4% |
| Participant deferral / active EE | $4,561 | $9,806-53.5% | $9,131-50.0% | $6,688-31.8% |
| Admin fee / account holder | $2,716 | $16,364-83.4% | $13,901-80.5% | $13,397-79.7% |