Filed March 22, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,708 | $77,503-96.5% | $100,391-97.3% | $80,856-96.7% |
| Participation rate | 94.7% | 76.9%+17.8pp | 81.5%+13.3pp | 67.6%+27.1pp |
| Annual return | 0.00% | 37.20%-37.2pp | 49.20%-49.2pp | 35.59%-35.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,777 | $6,820-73.9% | $8,082-78.0% | $4,296-58.6% |
| Admin fee / account holder | $723 | $5,897-87.7% | $7,899-90.9% | $6,918-89.6% |