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 | $167,121 | $54,350+207.5% | $82,719+102.0% | $68,494+144.0% |
| Participation rate | 81.3% | 63.9%+17.3pp | 72.6%+8.7pp | 67.9%+13.4pp |
| Annual return | -16.23% | -13.67%-2.6pp | 701.18%-717.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $6,999 | $2,218+215.5% | $3,009+132.6% | $2,596+169.6% |
| Participant deferral / active EE | $6,684 | $3,246+105.9% | $4,395+52.1% | $4,027+66.0% |
| Admin fee / account holder | $5,254 | $4,395+19.5% | $5,329-1.4% | $5,403-2.8% |