Filed January 11, 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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,775 | $78,705-44.4% | $117,854-62.9% | $70,131-37.6% |
| Participation rate | 93.3% | 73.2%+20.1pp | 79.7%+13.7pp | 69.5%+23.8pp |
| Annual return | 12.86% | 23.30%-10.4pp | 335.08%-322.2pp | 73.14%-60.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,667 | $3,297-19.1% | $4,482-40.5% | $3,332-20.0% |
| Admin fee / account holder | $573 | $5,065-88.7% | $8,020-92.9% | $4,645-87.7% |