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.
Employer 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 | $159,494 | $165,984-3.9% | $164,813-3.2% | $145,922+9.3% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 13.41% | 100.03%-86.6pp | 69.93%-56.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,075 | $5,273-79.6% | $4,341-75.2% | $4,660-76.9% |
| Participant deferral / active EE | $3,839 | $6,959-44.8% | $6,031-36.4% | $6,688-42.6% |
| Admin fee / account holder | $34,302 | $16,648+106.0% | $12,690+170.3% | $13,397+156.0% |