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 | $99,449 | $96,635+2.9% | $86,612+14.8% | $139,434-28.7% |
| Participation rate | 95.7% | 74.4%+21.3pp | 71.7%+24.0pp | 80.3%+15.3pp |
| Annual return | 20.01% | 106.41%-86.4pp | 591.07%-571.1pp | 372.94%-352.9pp |
| Employer contribution / active EE | $15,987 | $3,263+390.0% | $3,022+428.9% | $4,751+236.5% |
| Participant deferral / active EE | $13,871 | $4,836+186.8% | $4,438+212.6% | $6,710+106.7% |
| Admin fee / account holder | $15,875 | $6,408+147.7% | $5,614+182.8% | $11,403+39.2% |