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 | $201,074 | $57,281+251.0% | $86,612+132.2% | $75,163+167.5% |
| Participation rate | 80.4% | 63.2%+17.2pp | 71.7%+8.7pp | 67.2%+13.2pp |
| Annual return | 16.32% | 2670.75%-2654.4pp | 591.07%-574.8pp | 160.62%-144.3pp |
| Employer contribution / active EE | $7,210 | $2,314+211.5% | $3,022+138.5% | $2,670+170.1% |
| Participant deferral / active EE | $7,343 | $3,318+121.3% | $4,438+65.5% | $4,125+78.0% |
| Admin fee / account holder | $6,398 | $4,112+55.6% | $5,614+14.0% | $5,651+13.2% |