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 | $191,896 | $109,413+75.4% | $156,263+22.8% | $84,808+126.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.02% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $6,231 | $2,907+114.4% | $4,333+43.8% | $2,631+136.8% |
| Participant deferral / active EE | $9,675 | $4,590+110.8% | $6,158+57.1% | $4,212+129.7% |
| Admin fee / account holder | $13,517 | $9,357+44.5% | $14,255-5.2% | $7,344+84.1% |