Filed October 31, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $193,504 | $88,751+118.0% | $81,812+136.5% | $145,922+32.6% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 11.53% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $16,452 | $4,643+254.3% | $4,319+281.0% | $6,688+146.0% |
| Admin fee / account holder | $16,220 | $8,415+92.7% | $7,386+119.6% | $13,397+21.1% |