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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,531 | $63,703+178.7% | $93,063+90.8% | $82,448+115.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 6.82% | -775.43%+782.3pp | 34.15%-27.3pp | 41.64%-34.8pp |
| Employer contribution / active EE | $17,432 | $1,729+908.5% | $2,476+604.0% | $2,551+583.4% |
| Participant deferral / active EE | $4,504 | $2,919+54.3% | $3,958+13.8% | $4,139+8.8% |
| Admin fee / account holder | $41,424 | $5,982+592.5% | $6,033+586.6% | $7,234+472.6% |