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 | $164,724 | $72,492+127.2% | $87,100+89.1% | $72,985+125.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.82% | 24.46%-6.6pp | 28.19%-10.4pp | 81.00%-63.2pp |
| Employer contribution / active EE | $4,102 | $1,894+116.6% | $2,521+62.7% | $2,440+68.1% |
| Participant deferral / active EE | $3,882 | $3,270+18.7% | $4,049-4.1% | $3,607+7.6% |
| Admin fee / account holder | $7,918 | $5,055+56.6% | $7,497+5.6% | $5,124+54.5% |