Filed January 10, 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 | $187,133 | $48,076+289.2% | $78,689+137.8% | $62,891+197.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.51% | 31.35%-23.8pp | 62.18%-54.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $8,728 | $2,015+333.2% | $2,851+206.2% | $2,281+282.7% |
| Participant deferral / active EE | $7,864 | $2,588+203.9% | $3,517+123.6% | $3,203+145.5% |
| Admin fee / account holder | $5,348 | $3,207+66.7% | $4,510+18.6% | $4,296+24.5% |