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 | $144,359 | $49,177+193.6% | $79,464+81.7% | $64,186+124.9% |
| Participation rate | 94.6% | 65.0%+29.6pp | 73.3%+21.2pp | 69.6%+25.0pp |
| Annual return | -6.25% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $6,811 | $2,076+228.0% | $2,800+143.2% | $2,381+186.1% |
| Participant deferral / active EE | $7,449 | $2,821+164.0% | $3,704+101.1% | $3,470+114.7% |
| Admin fee / account holder | $22,403 | $3,839+483.6% | $5,113+338.2% | $4,888+358.3% |