Filed November 13, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $166,742 | $72,071+131.4% | $68,368+143.9% | $137,256+21.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.82% | 353.14%-333.3pp | 292.57%-272.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $8,909 | $2,788+219.6% | $2,649+236.3% | $4,156+114.4% |
| Participant deferral / active EE | $14,398 | $4,410+226.5% | $4,123+249.2% | $6,407+124.7% |
| Admin fee / account holder | $1,695 | $5,336-68.2% | $5,150-67.1% | $12,270-86.2% |