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.
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 | $166,742 | $74,888+122.7% | $71,209+134.2% | $142,382+17.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.82% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $8,909 | $2,854+212.1% | $2,721+227.4% | $4,299+107.2% |
| Participant deferral / active EE | $14,398 | $4,454+223.2% | $4,175+244.8% | $6,507+121.3% |
| Admin fee / account holder | $1,695 | $5,568-69.6% | $5,349-68.3% | $12,624-86.6% |