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 | $125,208 | $91,552+36.8% | $133,956-6.5% | $79,858+56.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.92% | 61.85%-46.9pp | 45.09%-30.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $4,968 | $2,384+108.4% | $3,919+26.8% | $2,471+101.1% |
| Participant deferral / active EE | $6,441 | $3,733+72.5% | $5,048+27.6% | $3,740+72.2% |
| Admin fee / account holder | $5,910 | $6,321-6.5% | $8,927-33.8% | $5,306+11.4% |