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 | $132,322 | $81,900+61.6% | $119,609+10.6% | $68,494+93.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.65% | -23.82%+8.2pp | -14.97%-0.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $7,067 | $2,693+162.4% | $4,232+67.0% | $2,596+172.2% |
| Participant deferral / active EE | $7,651 | $4,148+84.5% | $5,602+36.6% | $4,027+90.0% |
| Admin fee / account holder | $4,873 | $6,582-26.0% | $10,323-52.8% | $5,403-9.8% |