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 | $134,433 | $54,705+145.7% | $71,209+88.8% | $84,808+58.5% |
| Participation rate | 96.3% | 64.1%+32.2pp | 73.8%+22.5pp | 68.3%+28.0pp |
| Annual return | 25.10% | 35.90%-10.8pp | 282.51%-257.4pp | 40.90%-15.8pp |
| Employer contribution / active EE | $12,807 | $2,158+493.5% | $2,721+370.7% | $2,631+386.8% |
| Participant deferral / active EE | $11,201 | $3,030+269.6% | $4,175+168.3% | $4,212+166.0% |
| Admin fee / account holder | $12,934 | $4,863+165.9% | $5,349+141.8% | $7,344+76.1% |