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 | $174,179 | $154,117+13.0% | $129,995+34.0% | $139,434+24.9% |
| Participation rate | 84.2% | 82.0%+2.3pp | 78.5%+5.7pp | 80.3%+3.9pp |
| Annual return | 16.92% | 32.48%-15.6pp | -137.18%+154.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,105 | $5,289-79.1% | $4,320-74.4% | $4,751-76.7% |
| Participant deferral / active EE | $3,621 | $6,710-46.0% | $5,820-37.8% | $6,710-46.0% |
| Admin fee / account holder | $2,920 | $14,007-79.2% | $10,614-72.5% | $11,403-74.4% |