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 | $149,309 | $71,883+107.7% | $86,677+72.3% | $68,494+118.0% |
| Participation rate | 95.9% | 72.2%+23.7pp | 76.6%+19.3pp | 67.9%+28.0pp |
| Annual return | -12.31% | 3.52%-15.8pp | 35.91%-48.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $4,612 | $2,173+112.3% | $2,836+62.6% | $2,596+77.7% |
| Participant deferral / active EE | $4,724 | $3,779+25.0% | $4,656+1.5% | $4,027+17.3% |
| Admin fee / account holder | $22,205 | $6,112+263.3% | $7,493+196.3% | $5,403+311.0% |