Filed October 11, 1995
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 | $229,091 | $142,344+60.9% | $119,609+91.5% | $134,475+70.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.74% | -12.44%-0.3pp | -14.97%+2.2pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,827 | $5,222-45.9% | $4,232-33.2% | $4,740-40.4% |
| Participant deferral / active EE | $6,955 | $6,469+7.5% | $5,602+24.1% | $6,400+8.7% |
| Admin fee / account holder | $14,982 | $13,584+10.3% | $10,323+45.1% | $11,426+31.1% |