Filed March 25, 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 | $210,480 | $116,875+80.1% | $209,012+0.7% | $116,875+80.1% |
| Participation rate | 89.4% | 74.5%+14.9pp | 77.5%+11.9pp | 74.5%+14.9pp |
| Annual return | 15.94% | 16.29%-0.4pp | 0.31%+15.6pp | 16.29%-0.4pp |
| Employer contribution / active EE | $14,118 | $3,288+329.4% | $5,342+164.3% | $3,288+329.4% |
| Participant deferral / active EE | $3,957 | $3,885+1.9% | $4,752-16.7% | $3,885+1.9% |
| Admin fee / account holder | $13,709 | $12,263+11.8% | $31,136-56.0% | $12,263+11.8% |