Filed June 5, 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 | $79,394 | $56,054+41.6% | $171,082-53.6% | $62,891+26.2% |
| Participation rate | 91.3% | 62.9%+28.4pp | 76.7%+14.6pp | 69.3%+22.0pp |
| Annual return | 6.21% | 22.52%-16.3pp | 32.56%-26.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,361 | $1,731-21.3% | $4,002-66.0% | $2,281-40.3% |
| Participant deferral / active EE | $6,541 | $3,158+107.1% | $4,797+36.3% | $3,203+104.2% |
| Admin fee / account holder | $4,678 | $3,647+28.3% | $8,520-45.1% | $4,296+8.9% |