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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,188 | $99,877+46.4% | $84,966+72.1% | $145,922+0.2% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 7.33% | 83.76%-76.4pp | 66.38%-59.1pp | 561.29%-554.0pp |
| Employer contribution / active EE | $814 | $3,231-74.8% | $2,727-70.2% | $4,660-82.5% |
| Participant deferral / active EE | $4,961 | $5,291-6.2% | $4,519+9.8% | $6,688-25.8% |
| Admin fee / account holder | $25,890 | $7,248+257.2% | $6,149+321.1% | $13,397+93.3% |