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 | $140,083 | $86,929+61.1% | $102,423+36.8% | $80,856+73.2% |
| Participation rate | 97.5% | 72.4%+25.2pp | 76.5%+21.0pp | 67.6%+29.9pp |
| Annual return | 11.06% | 18.88%-7.8pp | 29.32%-18.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,082 | $2,369-54.3% | $3,023-64.2% | $2,755-60.7% |
| Participant deferral / active EE | $4,448 | $4,118+8.0% | $5,053-12.0% | $4,296+3.5% |
| Admin fee / account holder | $25,308 | $8,049+214.4% | $9,451+167.8% | $6,918+265.8% |