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 | $232,601 | $58,208+299.6% | $81,812+184.3% | $80,856+187.7% |
| Participation rate | 71.9% | 63.4%+8.5pp | 72.3%-0.4pp | 67.6%+4.3pp |
| Annual return | 26.58% | 41.66%-15.1pp | 773.79%-747.2pp | 35.59%-9.0pp |
| Employer contribution / active EE | $7,394 | $2,340+216.0% | $2,912+153.9% | $2,755+168.4% |
| Participant deferral / active EE | $6,858 | $3,281+109.0% | $4,319+58.8% | $4,296+59.7% |
| Admin fee / account holder | $50,305 | $4,981+909.9% | $7,386+581.1% | $6,918+627.2% |