Filed December 29, 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 | $108,065 | $176,056-38.6% | $159,436-32.2% | $167,490-35.5% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 7.22% | 331.75%-324.5pp | 263.57%-256.3pp | 478.56%-471.3pp |
| Employer contribution / active EE | $1,550 | $5,297-70.7% | $4,829-67.9% | $4,837-68.0% |
| Participant deferral / active EE | $8,267 | $7,750+6.7% | $7,352+12.4% | $6,341+30.4% |
| Admin fee / account holder | $3,530 | $12,554-71.9% | $10,799-67.3% | $12,309-71.3% |