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 | $107,853 | $58,208+85.3% | $81,812+31.8% | $80,856+33.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 16.37% | 41.66%-25.3pp | 773.79%-757.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $9,841 | $2,340+320.6% | $2,912+237.9% | $2,755+257.2% |
| Participant deferral / active EE | $9,302 | $3,281+183.5% | $4,319+115.4% | $4,296+116.5% |
| Admin fee / account holder | $8,387 | $4,981+68.4% | $7,386+13.6% | $6,918+21.2% |