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 | $94,602 | $72,404+30.7% | $110,238-14.2% | $64,186+47.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.02% | -6.29%+0.3pp | 314.74%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $5,834 | $2,282+155.7% | $3,826+52.5% | $2,381+145.1% |
| Participant deferral / active EE | $5,472 | $3,469+57.7% | $4,672+17.1% | $3,470+57.7% |
| Admin fee / account holder | $13,363 | $5,664+135.9% | $8,547+56.3% | $4,888+173.4% |