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 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 | $178,183 | $67,606+163.6% | $82,313+116.5% | $70,131+154.1% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.9%+17.0pp | 69.5%+24.4pp |
| Annual return | 83.30% | 21.57%+61.7pp | 25.88%+57.4pp | 73.14%+10.2pp |
| Employer contribution / active EE | $1,078 | $1,755-38.6% | $2,428-55.6% | $2,342-54.0% |
| Participant deferral / active EE | $4,147 | $2,987+38.8% | $3,706+11.9% | $3,332+24.5% |
| Admin fee / account holder | $10,968 | $4,512+143.1% | $5,608+95.6% | $4,645+136.1% |