Filed January 24, 1995
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $144,925 | $185,822-22.0% | $169,993-14.7% | $139,434+3.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.80% | 60.50%-43.7pp | 53.37%-36.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,492 | $7,590-80.3% | $6,785-78.0% | $4,751-68.6% |
| Participant deferral / active EE | $2,297 | $11,622-80.2% | $10,408-77.9% | $6,710-65.8% |
| Admin fee / account holder | $1,949 | $15,381-87.3% | $12,815-84.8% | $11,403-82.9% |