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 | $108,983 | $152,587-28.6% | $125,175-12.9% | $152,861-28.7% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 25.84% | 54.84%-29.0pp | 43.79%-17.9pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,180 | $4,946-76.1% | $3,865-69.5% | $4,762-75.2% |
| Participant deferral / active EE | $3,400 | $5,868-42.1% | $4,937-31.1% | $5,850-41.9% |
| Admin fee / account holder | $552 | $13,434-95.9% | $9,702-94.3% | $11,596-95.2% |