Filed June 2, 1995 (most recent of 2 filings on file)
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 | $28,389 | $41,377-31.4% | $109,313-74.0% | $62,891-54.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 9.32% | 11.05%-1.7pp | 22.07%-12.7pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,732 | $1,276+114.1% | $3,892-29.8% | $2,281+19.8% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,046 | $2,884+5.6% | $5,666-46.3% | $4,296-29.1% |