Filed March 17, 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.
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 | $92,059 | $135,635-32.1% | $110,238-16.5% | $135,375-32.0% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -5.89% | 513.19%-519.1pp | 314.74%-320.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,063 | $4,906-78.3% | $3,826-72.2% | $4,779-77.8% |
| Participant deferral / active EE | $3,655 | $5,506-33.6% | $4,672-21.8% | $5,609-34.8% |
| Admin fee / account holder | $324 | $11,457-97.2% | $8,547-96.2% | $10,827-97.0% |