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 | $141,018 | $91,538+54.1% | $129,995+8.5% | $75,163+87.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.69% | -631.11%+646.8pp | -137.18%+152.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $5,014 | $2,845+76.2% | $4,320+16.1% | $2,670+87.8% |
| Participant deferral / active EE | $7,276 | $4,341+67.6% | $5,820+25.0% | $4,125+76.4% |
| Admin fee / account holder | $5,498 | $6,790-19.0% | $10,614-48.2% | $5,651-2.7% |