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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,583 | $148,534-41.0% | $135,903-35.6% | $139,434-37.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.66% | 79.19%-68.5pp | 68.23%-57.6pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,628 | $5,243-69.0% | $4,856-66.5% | $4,751-65.7% |
| Participant deferral / active EE | $16,719 | $8,100+106.4% | $7,758+115.5% | $6,710+149.2% |
| Admin fee / account holder | $42,976 | $12,400+246.6% | $10,762+299.3% | $11,403+276.9% |