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 | $111,432 | $162,781-31.5% | $133,956-16.8% | $158,922-29.9% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 15.38% | 41.94%-26.6pp | 45.09%-29.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $968 | $4,975-80.5% | $3,919-75.3% | $4,761-79.7% |
| Participant deferral / active EE | $2,136 | $5,911-63.9% | $5,048-57.7% | $5,982-64.3% |
| Admin fee / account holder | $2,372 | $11,736-79.8% | $8,927-73.4% | $11,246-78.9% |