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 | $74,293 | $214,378-65.3% | $200,582-63.0% | $142,382-47.8% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 8.37% | 46.41%-38.0pp | 42.33%-34.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $6,724 | $6,841-1.7% | $6,419+4.8% | $4,299+56.4% |
| Participant deferral / active EE | $3,740 | $9,865-62.1% | $9,331-59.9% | $6,507-42.5% |
| Admin fee / account holder | $4,071 | $17,692-77.0% | $16,305-75.0% | $12,624-67.8% |