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 | $135,771 | $95,803+41.7% | $113,168+20.0% | $84,808+60.1% |
| Participation rate | 93.0% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.7pp |
| Annual return | 12.64% | 25.00%-12.4pp | 24.27%-11.6pp | 40.90%-28.3pp |
| Employer contribution / active EE | $4,074 | $2,360+72.6% | $2,975+36.9% | $2,631+54.8% |
| Participant deferral / active EE | $4,281 | $4,242+0.9% | $5,107-16.2% | $4,212+1.7% |
| Admin fee / account holder | $25,113 | $8,989+179.4% | $12,068+108.1% | $7,344+242.0% |