Filed October 19, 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 | $161,321 | $56,897+183.5% | $84,750+90.3% | $62,891+156.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.85% | 6.30%+0.5pp | 22.78%-15.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $10,834 | $2,400+351.5% | $3,574+203.1% | $2,281+375.0% |
| Participant deferral / active EE | $1,528 | $2,709-43.6% | $3,712-58.8% | $3,203-52.3% |
| Admin fee / account holder | $6,201 | $3,581+73.2% | $5,332+16.3% | $4,296+44.4% |