Filed May 18, 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 | $161,723 | $93,024+73.9% | $77,024+110.0% | $134,475+20.3% |
| Participation rate | 90.5% | 74.5%+16.0pp | 67.9%+22.6pp | 81.2%+9.3pp |
| Annual return | -13.94% | 62.60%-76.5pp | 42.32%-56.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $804 | $3,418-76.5% | $2,812-71.4% | $4,740-83.0% |
| Participant deferral / active EE | $5,194 | $5,238-0.8% | $4,426+17.3% | $6,400-18.8% |
| Admin fee / account holder | $473 | $6,944-93.2% | $5,425-91.3% | $11,426-95.9% |