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 | $85,484 | $62,672+36.4% | $185,117-53.8% | $70,131+21.9% |
| Participation rate | 94.6% | 63.8%+30.8pp | 77.3%+17.3pp | 69.5%+25.1pp |
| Annual return | 17.70% | 40.79%-23.1pp | 40.50%-22.8pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,407 | $1,753-19.8% | $4,182-66.4% | $2,342-39.9% |
| Participant deferral / active EE | $6,386 | $3,272+95.2% | $5,045+26.6% | $3,332+91.7% |
| Admin fee / account holder | $9,126 | $3,932+132.1% | $8,159+11.9% | $4,645+96.5% |