Filed March 13, 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 | $191,376 | $171,865+11.4% | $149,718+27.8% | $147,584+29.7% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 14.19% | 2113.22%-2099.0pp | 1501.63%-1487.4pp | 578.55%-564.4pp |
| Employer contribution / active EE | $4,080 | $6,275-35.0% | $5,445-25.1% | $4,876-16.3% |
| Participant deferral / active EE | $3,496 | $7,271-51.9% | $6,569-46.8% | $5,439-35.7% |
| Admin fee / account holder | $2,277 | $13,799-83.5% | $11,283-79.8% | $10,885-79.1% |