Filed January 6, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $158,476 | $124,425+27.4% | $112,040+41.4% | $137,256+15.5% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 12.97% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.4pp |
| Employer contribution / active EE | $19 | $3,411-99.4% | $2,954-99.4% | $4,156-99.5% |
| Participant deferral / active EE | $1,907 | $5,718-66.6% | $5,098-62.6% | $6,407-70.2% |
| Admin fee / account holder | $78,169 | $15,207+414.0% | $12,098+546.1% | $12,270+537.1% |