Filed March 11, 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 | $87,096 | $65,409+33.2% | $98,442-11.5% | $85,850+1.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 30.96% | 21.76%+9.2pp | 1492.73%-1461.8pp | 318.53%-287.6pp |
| Employer contribution / active EE | $9,229 | $2,168+325.7% | $2,960+211.8% | $2,565+259.8% |
| Participant deferral / active EE | $9,464 | $3,166+198.9% | $4,276+121.3% | $3,952+139.5% |
| Admin fee / account holder | $945 | $4,593-79.4% | $5,949-84.1% | $6,260-84.9% |