Filed December 5, 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 9-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 | $224,847 | $103,376+117.5% | $87,100+158.1% | $152,861+47.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 28.98% | 28.10%+0.9pp | 28.19%+0.8pp | 345.32%-316.3pp |
| Employer contribution / active EE | $7,887 | $3,220+144.9% | $2,521+212.8% | $4,762+65.6% |
| Participant deferral / active EE | $4,560 | $4,778-4.6% | $4,049+12.6% | $5,850-22.0% |
| Admin fee / account holder | $300 | $12,205-97.5% | $7,497-96.0% | $11,596-97.4% |