Filed January 19, 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 | $98,614 | $49,173+100.5% | $121,098-18.6% | $75,163+31.2% |
| Participation rate | 75.0% | 55.4%+19.6pp | 69.5%+5.5pp | 67.2%+7.8pp |
| Annual return | 17.41% | 55.99%-38.6pp | 985.75%-968.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,112 | $1,546+36.6% | $4,164-49.3% | $2,670-20.9% |
| Participant deferral / active EE | $4,595 | $2,628+74.9% | $4,080+12.6% | $4,125+11.4% |
| Admin fee / account holder | $6,296 | $3,942+59.7% | $5,644+11.5% | $5,651+11.4% |