Filed April 11, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,241 | $62,586+5.8% | $76,768-13.7% | $64,186+3.2% |
| Participation rate | 80.5% | 72.8%+7.7pp | 77.0%+3.5pp | 69.6%+10.9pp |
| Annual return | -10.25% | -1.95%-8.3pp | 2.43%-12.7pp | 7.63%-17.9pp |
| Employer contribution / active EE | $732 | $1,832-60.1% | $2,485-70.6% | $2,381-69.3% |
| Participant deferral / active EE | $2,859 | $3,145-9.1% | $3,852-25.8% | $3,470-17.6% |
| Admin fee / account holder | $770 | $4,667-83.5% | $6,675-88.5% | $4,888-84.2% |