Filed August 15, 1975
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 | $109,524 | $78,705+39.2% | $117,854-7.1% | $70,131+56.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.81% | 23.30%-6.5pp | 335.08%-318.3pp | 73.14%-56.3pp |
| Employer contribution / active EE | $6,148 | $2,223+176.5% | $3,786+62.4% | $2,342+162.5% |
| Participant deferral / active EE | $5,249 | $3,297+59.2% | $4,482+17.1% | $3,332+57.5% |
| Admin fee / account holder | $1,487 | $5,065-70.6% | $8,020-81.5% | $4,645-68.0% |