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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $233,808 | $197,591+18.3% | $177,821+31.5% | $158,922+47.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.10% | 58.76%-43.7pp | 48.32%-33.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,582 | $6,697-46.5% | $5,918-39.5% | $4,761-24.8% |
| Participant deferral / active EE | $2,588 | $8,405-69.2% | $7,714-66.4% | $5,982-56.7% |
| Admin fee / account holder | $5,564 | $15,399-63.9% | $12,427-55.2% | $11,246-50.5% |