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 | $179,148 | $60,124+198.0% | $90,404+98.2% | $79,858+124.3% |
| Participation rate | 86.8% | 65.0%+21.9pp | 72.7%+14.2pp | 69.6%+17.2pp |
| Annual return | 10.71% | 71.94%-61.2pp | 1293.02%-1282.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $8,318 | $2,068+302.3% | $3,262+155.0% | $2,471+236.7% |
| Participant deferral / active EE | $8,821 | $2,938+200.2% | $3,963+122.6% | $3,740+135.8% |
| Admin fee / account holder | $24,975 | $3,976+528.1% | $5,611+345.1% | $5,306+370.7% |