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 | $235,000 | $54,705+329.6% | $71,209+230.0% | $84,808+177.1% |
| Participation rate | 73.5% | 64.1%+9.5pp | 73.8%-0.2pp | 68.3%+5.2pp |
| Annual return | 13.59% | 35.90%-22.3pp | 282.51%-268.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $6,772 | $2,158+213.8% | $2,721+148.9% | $2,631+157.4% |
| Participant deferral / active EE | $6,231 | $3,030+105.6% | $4,175+49.2% | $4,212+48.0% |
| Admin fee / account holder | $18,744 | $4,863+285.4% | $5,349+250.4% | $7,344+155.2% |