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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,451 | $71,883+17.5% | $86,677-2.6% | $68,494+23.3% |
| Participation rate | 81.1% | 72.2%+8.8pp | 76.6%+4.5pp | 67.9%+13.2pp |
| Annual return | -10.73% | 3.52%-14.3pp | 35.91%-46.6pp | -7.84%-2.9pp |
| Employer contribution / active EE | $811 | $2,173-62.7% | $2,836-71.4% | $2,596-68.8% |
| Participant deferral / active EE | $4,262 | $3,779+12.8% | $4,656-8.4% | $4,027+5.8% |
| Admin fee / account holder | $46,571 | $6,112+662.0% | $7,493+521.5% | $5,403+762.0% |